-49.8%
USAR vs LBRT
-25.0%
-24.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -11.2% | +5.4% | -2.0% |
| 7D | -21.8% | -25.3% | +3.6% | -13.7% |
| 30D | -39.9% | -32.9% | -7.1% | -31.7% |
| 3M | -52.5% | -33.3% | -19.2% | -46.1% |
| 6M | -67.9% | -61.0% | -7.0% | -58.5% |
| YTD | -31.1% | -28.0% | -3.1% | -34.1% |
| 1Y | -49.8% | -21.5% | -28.3% | -55.2% |
| All | -49.8% | -25.0% | -24.8% | -55.2% |
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