+125.2%
XBI vs LBRT
-27.1%
+152.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.5% |
| 7D | -1.1% | +9.2% | -10.3% | -2.1% |
| 30D | +2.6% | -27.5% | +30.1% | +5.6% |
| 3M | -4.0% | -37.9% | +33.9% | +0.2% |
| 6M | +10.9% | -60.7% | +71.6% | +21.3% |
| YTD | +23.6% | -28.5% | +52.1% | +23.6% |
| 1Y | +35.1% | -13.2% | +48.3% | +31.3% |
| 3Y | +125.2% | -28.8% | +154.0% | +116.2% |
| All | +125.2% | -27.1% | +152.3% | +116.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling