+59.8%
UBER vs LBRT
+28.1%
+31.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.7% |
| 7D | +1.6% | +9.2% | -7.6% | +0.5% |
| 30D | +0.6% | -27.5% | +28.1% | +4.0% |
| 3M | -8.2% | -37.9% | +29.7% | -3.4% |
| 6M | -6.7% | -60.7% | +54.0% | +3.9% |
| YTD | -14.7% | -28.5% | +13.8% | -14.6% |
| 1Y | -24.1% | -13.2% | -10.9% | -26.5% |
| 3Y | +33.4% | -28.8% | +62.2% | +27.9% |
| All | +59.8% | +28.1% | +31.7% | +26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling