+18.4%
UAL vs LBRT
-23.4%
+41.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.3% | -5.1% | -1.8% |
| 7D | +2.3% | -1.9% | +4.2% | +2.1% |
| 30D | +13.3% | -32.0% | +45.4% | +12.0% |
| 3M | -6.3% | -39.7% | +33.4% | -7.5% |
| 6M | +22.5% | -61.1% | +83.6% | +19.4% |
| YTD | +5.9% | -29.4% | +35.2% | -6.4% |
| All | +18.4% | -23.4% | +41.8% | -2.1% |
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