+371.4%
TEVA vs LBRT
+28.1%
+343.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.9% | +1.8% |
| 7D | +4.4% | +9.2% | -4.8% | +3.4% |
| 30D | +9.3% | -27.5% | +36.8% | +12.8% |
| 3M | +21.9% | -37.9% | +59.7% | +27.6% |
| 6M | +22.8% | -60.7% | +83.5% | +35.0% |
| YTD | +42.6% | -28.5% | +71.1% | +42.6% |
| 1Y | +74.2% | -13.2% | +87.5% | +69.2% |
| 3Y | +404.5% | -28.8% | +433.3% | +381.3% |
| All | +371.4% | +28.1% | +343.3% | +270.4% |
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