+55.2%
UNP vs LBRT
-27.9%
+83.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | +2.1% | +13.8% | -11.7% | +1.1% |
| 30D | +7.7% | -32.4% | +40.1% | +10.6% |
| 3M | +4.0% | -39.9% | +43.9% | +7.7% |
| 6M | +15.7% | -60.8% | +76.5% | +24.5% |
| YTD | +33.5% | -29.3% | +62.8% | +32.0% |
| 1Y | +38.9% | -18.9% | +57.8% | +34.5% |
| All | +55.2% | -27.9% | +83.1% | +48.5% |
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