+48.2%
TQQQ vs LBRT
+110.8%
-62.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.9% | +2.6% | -1.7% |
| 7D | -3.9% | +2.3% | -6.2% | -4.5% |
| 30D | -5.3% | -2.9% | -2.3% | -4.7% |
| 3M | +0.1% | -26.1% | +26.3% | +6.3% |
| 6M | +40.7% | -26.2% | +66.8% | +48.2% |
| YTD | +31.8% | +13.7% | +18.1% | +23.2% |
| 1Y | +48.2% | +93.6% | -45.3% | +31.8% |
| All | +48.2% | +110.8% | -62.6% | +31.8% |
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 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