-54.0%
USAR vs LBRT
-27.7%
-26.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.4% | -6.2% | -8.3% |
| 7D | -9.1% | -15.7% | +6.6% | -3.4% |
| 30D | -36.9% | -34.3% | -2.7% | -27.5% |
| 3M | -58.4% | -40.6% | -17.8% | -50.8% |
| 6M | -70.6% | -62.0% | -8.6% | -61.2% |
| YTD | -33.4% | -31.6% | -1.8% | -35.6% |
| 1Y | -54.0% | -25.8% | -28.2% | -60.3% |
| All | -54.0% | -27.7% | -26.3% | -60.3% |
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 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