-37.0%
SPXU vs LBRT
+119.0%
-155.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.1% | -1.7% | +1.8% |
| 7D | +1.3% | +10.2% | -8.9% | +2.7% |
| 30D | +5.1% | +4.9% | +0.3% | +5.9% |
| 3M | -9.1% | -21.2% | +12.1% | -11.0% |
| 6M | -29.6% | -19.9% | -9.6% | -30.5% |
| YTD | -27.7% | +20.8% | -48.5% | -22.2% |
| 1Y | -37.0% | +123.5% | -160.5% | -27.4% |
| All | -37.0% | +119.0% | -155.9% | -27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling