+45.3%
XOP vs LBRT
-25.0%
+70.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -11.2% | +4.8% | -4.4% |
| 7D | -10.5% | -25.3% | +14.8% | -6.0% |
| 30D | -4.3% | -32.9% | +28.5% | +2.0% |
| 3M | +4.7% | -33.3% | +38.0% | +11.5% |
| 6M | -0.1% | -61.0% | +60.9% | +16.0% |
| YTD | +43.8% | -28.0% | +71.8% | +51.8% |
| 1Y | +45.3% | -21.5% | +66.8% | +51.5% |
| All | +45.3% | -25.0% | +70.3% | +51.5% |
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 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