+108.3%
V vs LBRT
+28.1%
+80.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.2% |
| 7D | +0.9% | +9.2% | -8.3% | +0.2% |
| 30D | +9.0% | -27.5% | +36.5% | +11.3% |
| 3M | +16.7% | -37.9% | +54.6% | +20.5% |
| 6M | +33.4% | -60.7% | +94.1% | +43.0% |
| YTD | +22.4% | -28.5% | +50.9% | +22.1% |
| 1Y | +27.7% | -13.2% | +40.9% | +24.4% |
| 3Y | +78.0% | -28.8% | +106.8% | +70.7% |
| All | +108.3% | +28.1% | +80.2% | +75.5% |
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