+560.5%
VLO vs LBRT
+114.2%
+446.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.3% |
| 7D | +5.2% | +8.3% | -3.0% | +2.5% |
| 30D | +22.6% | +6.1% | +16.5% | +19.9% |
| 3M | +43.8% | -34.8% | +78.5% | +62.5% |
| 6M | +65.7% | -24.8% | +90.6% | +77.4% |
| YTD | +131.1% | +12.2% | +118.9% | +111.5% |
| 1Y | +143.6% | +94.0% | +49.6% | +75.8% |
| 3Y | +201.4% | +31.3% | +170.1% | +135.1% |
| All | +560.5% | +114.2% | +446.3% | +292.9% |
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