+54.0%
SWK vs LBRT
-31.8%
+85.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -11.2% | +24.3% | +14.7% |
| 7D | +17.9% | -25.3% | +43.2% | +22.7% |
| 30D | +31.9% | -32.9% | +64.8% | +39.5% |
| 3M | +16.6% | -33.3% | +49.9% | +22.8% |
| 6M | +61.1% | -61.0% | +122.1% | +86.9% |
| YTD | +64.2% | -28.0% | +92.2% | +60.3% |
| 1Y | +85.2% | -21.5% | +106.7% | +76.0% |
| All | +54.0% | -31.8% | +85.8% | +43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling