+35.3%
TRV vs LBRT
+106.9%
-71.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.9% | -0.8% |
| 7D | +0.5% | +6.9% | -6.5% | +0.8% |
| 30D | -4.9% | +7.8% | -12.7% | -4.5% |
| 3M | +23.7% | -25.3% | +49.0% | +23.2% |
| 6M | +20.3% | -19.6% | +39.9% | +20.0% |
| YTD | +27.1% | +17.2% | +9.9% | +27.3% |
| 1Y | +35.3% | +114.1% | -78.7% | +34.7% |
| All | +35.3% | +106.9% | -71.6% | +34.7% |
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 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