-98.9%
SPXU vs LBRT
+43.0%
-141.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.1% | -1.7% | +2.5% |
| 7D | +1.3% | +10.2% | -8.9% | +4.7% |
| 30D | +5.1% | +4.9% | +0.3% | +7.1% |
| 3M | -9.1% | -21.2% | +12.1% | -14.7% |
| 6M | -29.6% | -19.9% | -9.6% | -33.1% |
| YTD | -27.7% | +20.8% | -48.5% | -19.2% |
| 1Y | -37.0% | +123.5% | -160.5% | -9.1% |
| 3Y | -80.2% | +30.9% | -111.1% | -72.8% |
| 5Y | -86.0% | +136.3% | -222.3% | -72.4% |
| All | -98.9% | +43.0% | -141.9% | -96.4% |
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