-40.6%
TECH vs LBRT
+16.1%
-56.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.1% | -8.0% | -0.7% |
| 7D | +0.2% | -11.9% | +12.1% | +1.2% |
| 30D | +0.5% | -31.9% | +32.5% | +3.8% |
| 3M | +0.9% | -34.9% | +35.7% | +4.4% |
| 6M | +51.0% | -60.7% | +111.7% | +63.7% |
| YTD | +24.4% | -29.2% | +53.6% | +24.5% |
| 1Y | +27.6% | -23.6% | +51.2% | +26.3% |
| 3Y | +29.9% | -26.8% | +56.8% | +23.5% |
| 5Y | -40.6% | +16.3% | -57.0% | -43.8% |
| All | -40.6% | +16.1% | -56.8% | -43.8% |
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