+20.7%
XLK vs LBRT
-25.0%
+45.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -11.2% | +11.2% | +1.7% |
| 7D | -7.6% | -25.3% | +17.7% | -3.6% |
| 30D | -12.2% | -32.9% | +20.7% | -7.1% |
| 3M | -5.5% | -33.3% | +27.9% | -0.1% |
| 6M | +9.2% | -61.0% | +70.1% | +21.7% |
| YTD | +23.0% | -28.0% | +51.0% | +24.6% |
| 1Y | +20.7% | -21.5% | +42.2% | +19.6% |
| All | +20.7% | -25.0% | +45.7% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling