-65.3%
TEAM vs LBRT
+6.0%
-71.3%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +5.4% | -21.5% | -16.7% |
| 7D | -19.8% | -29.1% | +9.3% | -17.1% |
| 30D | -21.5% | -38.4% | +16.9% | -17.8% |
| 3M | +39.5% | -40.1% | +79.5% | +45.9% |
| 6M | +73.1% | -62.9% | +136.0% | +90.7% |
| YTD | -5.2% | -34.5% | +29.3% | -6.5% |
| 1Y | -1.6% | -30.2% | +28.6% | -4.4% |
| 3Y | -11.4% | -37.5% | +26.0% | -16.5% |
| All | -65.3% | +6.0% | -71.3% | -69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling