+241.5%
TEAM vs LBRT
+43.0%
+198.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.3% | +0.5% |
| 7D | -4.7% | +10.2% | -14.8% | -5.3% |
| 30D | +17.0% | +4.9% | +12.2% | +16.5% |
| 3M | +85.9% | -21.2% | +107.1% | +88.2% |
| 6M | +116.7% | -19.9% | +136.6% | +117.9% |
| YTD | +9.6% | +20.8% | -11.1% | +5.9% |
| 1Y | -2.5% | +123.5% | -126.1% | -11.7% |
| 3Y | -14.0% | +30.9% | -44.9% | -19.3% |
| 5Y | -53.1% | +136.3% | -189.4% | -57.7% |
| All | +241.5% | +43.0% | +198.5% | +201.0% |
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 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