+12.2%
TEM vs LBRT
-27.7%
+39.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.4% | -1.2% | -4.2% |
| 7D | +3.5% | -15.7% | +19.2% | +4.5% |
| 30D | +13.5% | -34.3% | +47.8% | +16.0% |
| 3M | +46.3% | -40.6% | +86.9% | +49.9% |
| 6M | +61.5% | -62.0% | +123.5% | +72.3% |
| YTD | +36.4% | -31.6% | +68.0% | +23.4% |
| 1Y | +12.2% | -25.8% | +38.0% | -3.9% |
| All | +12.2% | -27.7% | +39.9% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling