-98.9%
SPXU vs LBRT
+33.5%
-132.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.8% |
| 7D | -0.1% | +8.7% | -8.9% | +2.8% |
| 30D | +0.8% | +6.6% | -5.8% | +3.4% |
| 3M | -4.7% | -34.5% | +29.8% | -15.8% |
| 6M | -29.6% | -24.5% | -5.1% | -34.4% |
| YTD | -29.9% | +12.7% | -42.6% | -23.5% |
| 1Y | -39.1% | +94.8% | -133.9% | -16.4% |
| 3Y | -80.0% | +31.9% | -111.9% | -72.5% |
| 5Y | -86.0% | +111.8% | -197.9% | -73.5% |
| All | -98.9% | +33.5% | -132.4% | -96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded LBRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling