+73.1%
TEAM vs LBRT
-62.5%
+135.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +5.4% | -21.5% | -15.5% |
| 7D | -19.8% | -29.1% | +9.3% | -22.4% |
| 30D | -21.5% | -38.4% | +16.9% | -25.6% |
| 3M | +39.5% | -40.1% | +79.5% | +31.1% |
| 6M | +73.1% | -62.9% | +136.0% | +45.7% |
| All | +73.1% | -62.5% | +135.6% | +45.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling