+35.6%
UNP vs LBRT
+106.9%
-71.4%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -0.4% |
| 7D | -0.7% | +6.9% | -7.7% | -0.7% |
| 30D | -1.1% | +7.8% | -8.9% | -1.1% |
| 3M | +7.9% | -25.3% | +33.1% | +8.5% |
| 6M | +14.6% | -19.6% | +34.2% | +14.5% |
| YTD | +26.6% | +17.2% | +9.4% | +24.0% |
| 1Y | +35.6% | +114.1% | -78.5% | +27.5% |
| All | +35.6% | +106.9% | -71.4% | +27.5% |
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 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