+548.6%
URI vs LBRT
-14.8%
+563.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -11.2% | +6.8% | -1.3% |
| 7D | -4.3% | -25.3% | +21.0% | +3.2% |
| 30D | +4.6% | -32.9% | +37.5% | +15.7% |
| 3M | -2.1% | -33.3% | +31.2% | +8.0% |
| 6M | +21.9% | -61.0% | +82.9% | +52.5% |
| YTD | +39.7% | -28.0% | +67.7% | +42.6% |
| 1Y | +32.9% | -21.5% | +54.4% | +31.5% |
| 3Y | +155.8% | -31.5% | +187.3% | +145.9% |
| 5Y | +202.4% | +12.3% | +190.1% | +131.2% |
| All | +548.6% | -14.8% | +563.3% | +302.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling