+93.6%
STX vs LBRT
-23.3%
+116.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.3% |
| 7D | +16.8% | +13.8% | +3.0% | +10.8% |
| 30D | -27.0% | -32.4% | +5.3% | -15.9% |
| 3M | -37.9% | -39.9% | +2.0% | -25.8% |
| 6M | -32.5% | -60.8% | +28.3% | -9.8% |
| YTD | +98.6% | -29.3% | +127.9% | +108.1% |
| 1Y | +93.6% | -18.9% | +112.5% | +80.6% |
| All | +93.6% | -23.3% | +116.9% | +80.6% |
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 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