+47.6%
XOP vs LBRT
+100.7%
-53.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.9% | -1.0% |
| 7D | +2.6% | +8.3% | -5.7% | +1.4% |
| 30D | +15.4% | +6.1% | +9.3% | +14.3% |
| 3M | +12.1% | -34.8% | +46.8% | +18.5% |
| 6M | +19.7% | -24.8% | +44.5% | +24.1% |
| YTD | +52.4% | +12.2% | +40.2% | +49.8% |
| 1Y | +47.6% | +94.0% | -46.4% | +32.5% |
| All | +47.6% | +100.7% | -53.2% | +32.5% |
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