+1,045.7%
TQQQ vs LBRT
+33.5%
+1,012.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | 0.0% |
| 7D | +0.7% | +8.7% | -8.0% | -2.0% |
| 30D | -0.6% | +6.6% | -7.3% | -3.0% |
| 3M | -14.9% | -34.5% | +19.6% | -3.3% |
| 6M | +44.6% | -24.5% | +69.1% | +54.4% |
| YTD | +37.8% | +12.7% | +25.1% | +28.0% |
| 1Y | +59.2% | +94.8% | -35.7% | +21.0% |
| 3Y | +254.1% | +31.9% | +222.3% | +195.3% |
| 5Y | +100.6% | +111.8% | -11.2% | +37.9% |
| All | +1,045.7% | +33.5% | +1,012.3% | +559.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling