+15.1%
TEAM vs LBRT
-25.0%
+40.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -11.2% | +10.6% | -2.6% |
| 7D | -13.7% | -25.3% | +11.6% | -18.1% |
| 30D | -3.4% | -32.9% | +29.4% | -10.1% |
| 3M | +72.1% | -33.3% | +105.5% | +60.2% |
| 6M | +103.8% | -61.0% | +164.8% | +72.4% |
| YTD | +17.1% | -28.0% | +45.1% | +7.8% |
| 1Y | +15.1% | -21.5% | +36.6% | +3.2% |
| All | +15.1% | -25.0% | +40.1% | +3.2% |
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