+145.3%
TRV vs LBRT
-38.0%
+183.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.4% | -7.3% | -2.0% |
| 7D | -0.3% | -29.1% | +28.9% | +0.2% |
| 30D | +9.6% | -38.4% | +48.0% | +10.3% |
| 3M | +2.7% | -40.1% | +42.8% | +3.4% |
| 6M | +32.0% | -62.9% | +94.9% | +34.9% |
| YTD | +37.8% | -34.5% | +72.3% | +36.4% |
| 1Y | +45.2% | -30.2% | +75.4% | +43.0% |
| 3Y | +145.3% | -37.5% | +182.7% | +137.6% |
| All | +145.3% | -38.0% | +183.2% | +137.6% |
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