+6.7%
XME vs LBRT
-25.0%
+31.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -11.2% | +10.2% | +0.7% |
| 7D | -5.5% | -25.3% | +19.9% | -1.3% |
| 30D | -11.1% | -32.9% | +21.8% | -5.9% |
| 3M | -11.1% | -33.3% | +22.2% | -5.9% |
| 6M | -18.0% | -61.0% | +43.0% | -7.8% |
| YTD | -7.4% | -28.0% | +20.6% | -6.3% |
| 1Y | +6.7% | -21.5% | +28.2% | +6.2% |
| All | +6.7% | -25.0% | +31.7% | +6.2% |
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 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