-94.7%
SQQQ vs LBRT
+138.4%
-233.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | +2.0% |
| 7D | -2.7% | +10.2% | -12.9% | +0.9% |
| 30D | +2.4% | +4.9% | -2.5% | +4.6% |
| 3M | -8.0% | -21.2% | +13.2% | -13.1% |
| 6M | -43.9% | -19.9% | -24.0% | -46.2% |
| YTD | -42.2% | +20.8% | -63.0% | -34.1% |
| 1Y | -51.8% | +123.5% | -175.3% | -27.6% |
| 3Y | -89.7% | +30.9% | -120.7% | -85.1% |
| 5Y | -94.7% | +136.3% | -231.0% | -89.6% |
| All | -94.7% | +138.4% | -233.1% | -89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling