+59.7%
SU vs LBRT
-23.4%
+83.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.3% | -1.5% | +1.3% |
| 7D | -4.3% | -1.9% | -2.4% | -4.1% |
| 30D | -6.2% | -32.0% | +25.9% | -0.9% |
| 3M | +9.7% | -39.7% | +49.4% | +17.5% |
| 6M | +7.3% | -61.1% | +68.4% | +23.8% |
| YTD | +58.7% | -29.4% | +88.1% | +67.9% |
| 1Y | +59.7% | -24.5% | +84.2% | +67.5% |
| All | +59.7% | -23.4% | +83.1% | +67.5% |
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