+43.3%
XOP vs LBRT
-27.1%
+70.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.6% |
| 7D | +6.3% | +9.2% | -2.8% | +3.6% |
| 30D | -6.6% | -27.5% | +20.9% | +1.4% |
| 3M | +3.6% | -37.9% | +41.4% | +16.8% |
| 6M | +10.8% | -60.7% | +71.5% | +41.0% |
| YTD | +48.3% | -28.5% | +76.8% | +53.1% |
| 1Y | +42.9% | -13.2% | +56.2% | +37.5% |
| 3Y | +43.3% | -28.8% | +72.1% | +37.6% |
| All | +43.3% | -27.1% | +70.4% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling