+23.7%
XBI vs LBRT
+13.8%
+9.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -0.8% |
| 7D | +0.1% | -15.7% | +15.7% | +1.9% |
| 30D | +0.8% | -34.3% | +35.1% | +5.6% |
| 3M | -1.9% | -40.6% | +38.7% | +3.7% |
| 6M | +15.2% | -62.0% | +77.2% | +27.9% |
| YTD | +27.3% | -31.6% | +58.9% | +29.1% |
| 1Y | +41.5% | -25.8% | +67.2% | +41.4% |
| 3Y | +133.1% | -30.4% | +163.4% | +125.1% |
| 5Y | +23.7% | +18.7% | +5.0% | +10.6% |
| All | +23.7% | +13.8% | +9.9% | +10.6% |
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