+58.5%
TQQQ vs LBRT
+22.2%
+36.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.3% | +3.6% | +5.6% |
| 7D | -2.9% | -1.9% | -1.0% | -1.4% |
| 30D | -24.1% | -32.0% | +8.0% | -11.9% |
| 3M | -17.1% | -39.7% | +22.6% | +0.1% |
| 6M | -21.1% | -61.1% | +39.9% | +10.9% |
| YTD | +15.3% | -29.4% | +44.7% | +24.8% |
| 1Y | +8.9% | -24.5% | +33.4% | +14.5% |
| 3Y | +206.3% | -28.1% | +234.4% | +201.5% |
| 5Y | +58.5% | +23.9% | +34.6% | +27.7% |
| All | +58.5% | +22.2% | +36.3% | +27.7% |
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