-25.6%
UBER vs LBRT
-27.7%
+2.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -1.6% |
| 7D | +5.2% | -15.7% | +20.8% | +4.9% |
| 30D | -2.0% | -34.3% | +32.2% | -2.1% |
| 3M | -10.2% | -40.6% | +30.4% | -10.1% |
| 6M | -7.2% | -62.0% | +54.8% | -5.5% |
| YTD | -14.3% | -31.6% | +17.4% | -21.6% |
| 1Y | -25.6% | -25.8% | +0.2% | -34.0% |
| All | -25.6% | -27.7% | +2.2% | -34.0% |
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