+24.6%
SYY vs LBRT
-27.1%
+51.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.1% |
| 7D | +0.3% | +9.2% | -8.9% | 0.0% |
| 30D | -4.8% | -27.5% | +22.7% | -3.8% |
| 3M | -7.1% | -37.9% | +30.8% | -5.6% |
| 6M | +6.8% | -60.7% | +67.5% | +11.0% |
| YTD | +7.7% | -28.5% | +36.2% | +6.7% |
| 1Y | +5.7% | -13.2% | +18.9% | +3.2% |
| 3Y | +24.6% | -28.8% | +53.3% | +18.6% |
| All | +24.6% | -27.1% | +51.6% | +18.6% |
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 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