-42.4%
TECH vs LBRT
+114.2%
-156.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | -0.1% |
| 7D | +0.1% | +8.3% | -8.1% | -0.6% |
| 30D | +0.7% | +6.1% | -5.4% | 0.0% |
| 3M | +36.3% | -34.8% | +71.1% | +41.2% |
| 6M | +25.6% | -24.8% | +50.4% | +27.5% |
| YTD | +23.7% | +12.2% | +11.5% | +19.4% |
| 1Y | +37.6% | +94.0% | -56.3% | +22.9% |
| 3Y | -6.6% | +31.3% | -37.9% | -15.1% |
| All | -42.4% | +114.2% | -156.5% | -46.0% |
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