+34.0%
USB vs LBRT
+100.7%
-66.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.3% |
| 7D | +1.4% | +8.3% | -6.8% | +1.2% |
| 30D | -1.3% | +6.1% | -7.4% | -1.5% |
| 3M | +15.2% | -34.8% | +50.0% | +16.5% |
| 6M | +18.8% | -24.8% | +43.7% | +19.3% |
| YTD | +21.0% | +12.2% | +8.8% | +19.3% |
| 1Y | +34.0% | +94.0% | -60.0% | +33.2% |
| All | +34.0% | +100.7% | -66.7% | +33.2% |
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