+77.5%
SWK vs LBRT
-31.1%
+108.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.4% | -5.7% | 0.0% |
| 7D | +11.0% | -29.1% | +40.2% | +9.2% |
| 30D | +30.1% | -38.4% | +68.4% | +27.8% |
| 3M | +14.7% | -40.1% | +54.7% | +12.8% |
| 6M | +44.5% | -62.9% | +107.4% | +42.4% |
| YTD | +59.4% | -34.5% | +93.9% | +44.9% |
| 1Y | +77.5% | -30.2% | +107.7% | +61.8% |
| All | +77.5% | -31.1% | +108.6% | +61.8% |
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