+264.3%
TEAM vs LBRT
+33.5%
+230.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.7% | -2.7% |
| 7D | -0.4% | +8.3% | -8.7% | -1.0% |
| 30D | +67.3% | +6.1% | +61.2% | +66.4% |
| 3M | +86.8% | -34.8% | +121.5% | +91.7% |
| 6M | +146.8% | -24.8% | +171.6% | +149.3% |
| YTD | +16.9% | +12.2% | +4.7% | +13.5% |
| 1Y | +12.8% | +94.0% | -81.2% | +3.4% |
| 3Y | -7.3% | +31.3% | -38.6% | -13.1% |
| 5Y | -50.7% | +111.8% | -162.5% | -55.3% |
| All | +264.3% | +33.5% | +230.8% | +222.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling