+82.2%
UBER vs LBRT
+44.1%
+38.2%
-68.0%
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 | -0.3% | +1.5% | -1.7% | -0.5% |
| 7D | -3.9% | +8.7% | -12.6% | -5.5% |
| 30D | +11.1% | +6.6% | +4.5% | +9.4% |
| 3M | +4.9% | -34.5% | +39.4% | +12.3% |
| 6M | -1.2% | -24.5% | +23.3% | +1.9% |
| YTD | -7.3% | +12.7% | -20.0% | -12.5% |
| 1Y | -17.6% | +94.8% | -112.5% | -31.8% |
| 3Y | +61.1% | +31.9% | +29.2% | +37.8% |
| 5Y | +87.9% | +111.8% | -23.9% | +35.8% |
| All | +82.2% | +44.1% | +38.2% | -5.1% |
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 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