-7.4%
T vs LBRT
-27.7%
+20.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +0.5% |
| 7D | +2.6% | -15.7% | +18.2% | +1.7% |
| 30D | -1.1% | -34.3% | +33.2% | -2.8% |
| 3M | -7.7% | -40.6% | +32.9% | -9.5% |
| 6M | -10.6% | -62.0% | +51.4% | -12.6% |
| YTD | -7.5% | -31.6% | +24.2% | -6.4% |
| 1Y | -7.4% | -25.8% | +18.4% | -4.7% |
| All | -7.4% | -27.7% | +20.3% | -4.7% |
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