-22.3%
SYK vs LBRT
+100.7%
-123.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.5% |
| 7D | -8.3% | +8.3% | -16.6% | -7.8% |
| 30D | -10.1% | +6.1% | -16.2% | -9.5% |
| 3M | +0.9% | -34.8% | +35.7% | -0.6% |
| 6M | -20.2% | -24.8% | +4.6% | -20.8% |
| YTD | -13.3% | +12.2% | -25.5% | -13.6% |
| 1Y | -22.3% | +94.0% | -116.3% | -22.5% |
| All | -22.3% | +100.7% | -123.1% | -22.5% |
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