+32.3%
UBER vs LBRT
-27.9%
+60.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | +0.5% | +13.8% | -13.3% | -0.6% |
| 30D | -3.1% | -32.4% | +29.3% | -0.2% |
| 3M | -8.3% | -39.9% | +31.6% | -4.6% |
| 6M | -9.5% | -60.8% | +51.4% | -2.0% |
| YTD | -15.4% | -29.3% | +13.9% | -16.2% |
| 1Y | -26.1% | -18.9% | -7.3% | -28.3% |
| All | +32.3% | -27.9% | +60.2% | +29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling