+155.6%
TE vs LBRT
+106.9%
+48.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +3.9% | +6.1% | +8.7% |
| 7D | +18.2% | +6.9% | +11.3% | +15.8% |
| 30D | -13.5% | +7.8% | -21.3% | -15.6% |
| 3M | -44.6% | -25.3% | -19.3% | -40.7% |
| 6M | -24.7% | -19.6% | -5.1% | -19.5% |
| YTD | -24.3% | +17.2% | -41.4% | -18.2% |
| 1Y | +155.6% | +114.1% | +41.5% | +215.9% |
| All | +155.6% | +106.9% | +48.6% | +215.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling