+77.9%
TEM vs LBRT
-37.6%
+115.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.1% | -6.7% | -6.0% |
| 7D | -5.9% | +9.2% | -15.0% | -8.1% |
| 30D | +4.8% | -27.5% | +32.3% | +13.2% |
| 3M | +31.9% | -37.9% | +69.8% | +47.1% |
| 6M | +56.0% | -60.7% | +116.7% | +97.4% |
| YTD | +21.3% | -28.5% | +49.8% | +19.2% |
| 1Y | +5.4% | -13.2% | +18.6% | -4.5% |
| All | +77.9% | -37.6% | +115.5% | +58.0% |
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