+123.8%
STX vs LBRT
-25.0%
+148.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -11.2% | +3.1% | -3.9% |
| 7D | -20.2% | -25.3% | +5.1% | -11.2% |
| 30D | -37.2% | -32.9% | -4.3% | -27.9% |
| 3M | -34.1% | -33.3% | -0.7% | -24.1% |
| 6M | -24.5% | -61.0% | +36.5% | +0.7% |
| YTD | +102.9% | -28.0% | +130.9% | +111.2% |
| 1Y | +123.8% | -21.5% | +145.3% | +120.7% |
| All | +123.8% | -25.0% | +148.8% | +120.7% |
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