+18.4%
U vs LBRT
-25.0%
+43.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -11.2% | +16.1% | +5.5% |
| 7D | +7.5% | -25.3% | +32.8% | +9.4% |
| 30D | -7.0% | -32.9% | +25.8% | -4.6% |
| 3M | +20.6% | -33.3% | +53.9% | +23.6% |
| 6M | +53.2% | -61.0% | +114.1% | +62.7% |
| YTD | -3.9% | -28.0% | +24.1% | -16.6% |
| 1Y | +18.4% | -21.5% | +39.9% | -6.4% |
| All | +18.4% | -25.0% | +43.4% | -6.4% |
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