+18.9%
SWKS vs LBRT
-25.0%
+43.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -11.2% | +8.3% | -1.0% |
| 7D | -4.9% | -25.3% | +20.4% | -0.3% |
| 30D | -1.2% | -32.9% | +31.7% | +5.3% |
| 3M | +24.2% | -33.3% | +57.5% | +31.8% |
| 6M | +21.5% | -61.0% | +82.4% | +40.5% |
| YTD | +33.5% | -28.0% | +61.5% | +39.6% |
| 1Y | +18.9% | -21.5% | +40.4% | +21.6% |
| All | +18.9% | -25.0% | +43.9% | +21.6% |
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