+101.7%
TQQQ vs LBRT
+138.4%
-36.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.1% | -3.9% | -2.0% |
| 7D | +2.8% | +10.2% | -7.4% | -0.8% |
| 30D | -3.0% | +4.9% | -7.9% | -5.0% |
| 3M | -2.7% | -21.2% | +18.5% | +4.4% |
| 6M | +45.4% | -19.9% | +65.4% | +52.8% |
| YTD | +36.3% | +20.8% | +15.5% | +21.2% |
| 1Y | +53.4% | +123.5% | -70.1% | +4.8% |
| 3Y | +265.6% | +30.9% | +234.6% | +189.8% |
| 5Y | +101.7% | +136.3% | -34.6% | +29.7% |
| All | +101.7% | +138.4% | -36.7% | +29.7% |
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