+38.4%
TRMB vs LBRT
-28.0%
+66.3%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.3% | -0.1% | +2.7% |
| 7D | +4.1% | -1.9% | +6.0% | +4.2% |
| 30D | -5.1% | -32.0% | +27.0% | -0.6% |
| 3M | -2.6% | -39.7% | +37.1% | +3.3% |
| 6M | -2.7% | -61.1% | +58.4% | +9.7% |
| YTD | -27.9% | -29.4% | +1.5% | -28.7% |
| 1Y | -29.0% | -24.5% | -4.6% | -31.0% |
| All | +38.4% | -28.0% | +66.3% | +29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling