+23.2%
XBI vs LBRT
+116.2%
-93.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -5.1% | -1.6% |
| 7D | -0.9% | +6.9% | -7.8% | -1.7% |
| 30D | +2.9% | +7.8% | -4.9% | +1.8% |
| 3M | +26.2% | -25.3% | +51.5% | +29.9% |
| 6M | +30.7% | -19.6% | +50.3% | +32.3% |
| YTD | +32.9% | +17.2% | +15.8% | +27.2% |
| 1Y | +72.3% | +114.1% | -41.8% | +49.5% |
| 3Y | +107.2% | +27.0% | +80.2% | +86.9% |
| 5Y | +23.2% | +128.3% | -105.1% | +0.5% |
| All | +23.2% | +116.2% | -93.0% | +0.5% |
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