+91.4%
USO vs LBRT
+100.7%
-9.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.2% |
| 7D | +9.5% | +8.3% | +1.2% | +8.3% |
| 30D | +23.6% | +6.1% | +17.4% | +22.5% |
| 3M | +3.8% | -34.8% | +38.6% | +10.1% |
| 6M | +55.0% | -24.8% | +79.9% | +62.5% |
| YTD | +105.3% | +12.2% | +93.0% | +106.1% |
| 1Y | +91.4% | +94.0% | -2.6% | +80.5% |
| All | +91.4% | +100.7% | -9.3% | +80.5% |
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 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