+5.7%
SYF vs LBRT
+101.6%
-95.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | +0.1% |
| 7D | +2.4% | +8.7% | -6.3% | +2.2% |
| 30D | +0.8% | +6.6% | -5.8% | +0.7% |
| 3M | +13.4% | -34.5% | +47.9% | +14.2% |
| 6M | +16.3% | -24.5% | +40.8% | +16.1% |
| YTD | -3.0% | +12.7% | -15.7% | -6.2% |
| 1Y | +5.7% | +94.8% | -89.1% | -1.1% |
| All | +5.7% | +101.6% | -95.9% | -1.1% |
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 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