-1.6%
TEAM vs LBRT
-31.1%
+29.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +5.4% | -21.5% | -15.2% |
| 7D | -19.8% | -29.1% | +9.3% | -24.0% |
| 30D | -21.5% | -38.4% | +16.9% | -27.6% |
| 3M | +39.5% | -40.1% | +79.5% | +28.1% |
| 6M | +73.1% | -62.9% | +136.0% | +46.4% |
| YTD | -5.2% | -34.5% | +29.3% | -13.6% |
| 1Y | -1.6% | -30.2% | +28.6% | -11.9% |
| All | -1.6% | -31.1% | +29.5% | -11.9% |
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 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