+52.6%
XOM vs LBRT
-25.0%
+77.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -11.2% | +6.6% | -3.6% |
| 7D | -7.0% | -25.3% | +18.3% | -4.7% |
| 30D | +3.2% | -32.9% | +36.1% | +6.5% |
| 3M | +10.7% | -33.3% | +44.0% | +14.1% |
| 6M | +11.6% | -61.0% | +72.6% | +20.6% |
| YTD | +43.5% | -28.0% | +71.5% | +46.4% |
| 1Y | +52.6% | -21.5% | +74.1% | +56.4% |
| All | +52.6% | -25.0% | +77.6% | +56.4% |
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