+54.2%
XOP vs LBRT
+106.9%
-52.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.9% | -2.3% | +1.1% |
| 7D | +0.6% | +6.9% | -6.3% | -0.4% |
| 30D | +16.5% | +7.8% | +8.7% | +15.1% |
| 3M | +15.7% | -25.3% | +41.0% | +19.9% |
| 6M | +19.2% | -19.6% | +38.8% | +22.5% |
| YTD | +55.0% | +17.2% | +37.8% | +51.6% |
| 1Y | +54.2% | +114.1% | -59.9% | +36.2% |
| All | +54.2% | +106.9% | -52.8% | +36.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling