-98.9%
SPXU vs LBRT
-16.4%
-82.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.3% | -7.2% | -2.8% |
| 7D | +1.5% | -1.9% | +3.4% | +2.1% |
| 30D | +6.4% | -32.0% | +38.4% | -5.0% |
| 3M | +4.2% | -39.7% | +43.9% | -10.2% |
| 6M | -7.8% | -61.1% | +53.3% | -30.3% |
| YTD | -27.5% | -29.4% | +1.8% | -31.2% |
| 1Y | -27.1% | -24.5% | -2.7% | -28.4% |
| 3Y | -80.8% | -28.1% | -52.7% | -78.2% |
| 5Y | -84.1% | +23.9% | -108.0% | -74.7% |
| All | -98.9% | -16.4% | -82.5% | -96.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling