+65.0%
UBER vs LBRT
-16.3%
+81.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.7% | -1.3% |
| 7D | +5.1% | -29.1% | +34.3% | +11.2% |
| 30D | +0.2% | -38.4% | +38.6% | +8.5% |
| 3M | -2.7% | -40.1% | +37.4% | +5.3% |
| 6M | -13.4% | -62.9% | +49.5% | +1.6% |
| YTD | -16.1% | -34.5% | +18.5% | -13.5% |
| 1Y | -25.5% | -30.2% | +4.7% | -24.5% |
| 3Y | +42.5% | -37.5% | +79.9% | +39.7% |
| 5Y | +45.3% | +7.6% | +37.8% | +19.3% |
| All | +65.0% | -16.3% | +81.3% | -6.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling