+192.9%
TEAM vs LBRT
-16.4%
+209.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.3% | -0.7% | +2.4% |
| 7D | -19.7% | -1.9% | -17.8% | -19.7% |
| 30D | -26.6% | -32.0% | +5.4% | -24.9% |
| 3M | -1.1% | -39.7% | +38.6% | +1.8% |
| 6M | +74.6% | -61.1% | +135.7% | +84.5% |
| YTD | -6.0% | -29.4% | +23.4% | -6.3% |
| 1Y | -3.2% | -24.5% | +21.2% | -4.3% |
| 3Y | -13.5% | -28.1% | +14.6% | -15.9% |
| 5Y | -65.5% | +23.9% | -89.4% | -67.7% |
| All | +192.9% | -16.4% | +209.3% | +166.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling