+234.6%
TRV vs LBRT
+33.5%
+201.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.5% |
| 7D | -0.1% | +8.7% | -8.9% | -1.1% |
| 30D | -3.4% | +6.6% | -10.0% | -4.2% |
| 3M | +26.4% | -34.5% | +60.9% | +31.4% |
| 6M | +19.3% | -24.5% | +43.8% | +21.5% |
| YTD | +28.3% | +12.7% | +15.6% | +23.9% |
| 1Y | +34.3% | +94.8% | -60.6% | +19.7% |
| 3Y | +140.1% | +31.9% | +108.3% | +117.6% |
| 5Y | +155.7% | +111.8% | +43.9% | +108.6% |
| All | +234.6% | +33.5% | +201.1% | +127.5% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling