+12.6%
TE vs LBRT
-27.9%
+40.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.2% | -7.7% | -7.6% |
| 7D | -13.6% | +13.8% | -27.4% | -18.7% |
| 30D | -37.7% | -32.4% | -5.3% | -26.0% |
| 3M | -59.8% | -39.9% | -19.9% | -49.9% |
| 6M | -66.3% | -60.8% | -5.5% | -50.1% |
| YTD | -70.5% | -29.3% | -41.2% | -65.9% |
| 1Y | -48.8% | -18.9% | -30.0% | -43.8% |
| All | +12.6% | -27.9% | +40.4% | +27.0% |
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 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