+74.9%
USAR vs LBRT
+46.2%
+28.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -1.9% | -0.5% |
| 7D | -2.1% | +8.7% | -10.8% | -2.6% |
| 30D | +2.6% | +6.6% | -4.0% | +2.3% |
| 3M | -35.0% | -34.5% | -0.5% | -34.8% |
| 6M | -6.9% | -24.5% | +17.6% | -6.4% |
| YTD | +48.0% | +12.7% | +35.3% | +50.2% |
| 1Y | +24.8% | +94.8% | -70.0% | +32.7% |
| 3Y | +73.2% | +31.9% | +41.4% | +87.7% |
| All | +74.9% | +46.2% | +28.7% | +89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling