+34.3%
TRV vs LBRT
+100.7%
-66.4%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.4% | -1.3% |
| 7D | -0.1% | +8.3% | -8.4% | +0.2% |
| 30D | -3.4% | +6.1% | -9.6% | -3.1% |
| 3M | +26.4% | -34.8% | +61.2% | +25.5% |
| 6M | +19.3% | -24.8% | +44.1% | +18.7% |
| YTD | +28.3% | +12.2% | +16.1% | +28.2% |
| 1Y | +34.3% | +94.0% | -59.7% | +32.1% |
| All | +34.3% | +100.7% | -66.4% | +32.1% |
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 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