+8.3%
SYY vs LBRT
-25.0%
+33.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -11.2% | +15.0% | +3.4% |
| 7D | -6.3% | -25.3% | +19.0% | -7.1% |
| 30D | +0.7% | -32.9% | +33.6% | -0.2% |
| 3M | -6.4% | -33.3% | +26.9% | -7.3% |
| 6M | +7.6% | -61.0% | +68.6% | +7.1% |
| YTD | +7.4% | -28.0% | +35.4% | +3.1% |
| 1Y | +8.3% | -21.5% | +29.8% | +5.0% |
| All | +8.3% | -25.0% | +33.3% | +5.0% |
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