+35.1%
XOP vs LBRT
+26.0%
+9.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.3% |
| 7D | +2.6% | +8.7% | -6.2% | 0.0% |
| 30D | +15.4% | +6.6% | +8.8% | +13.0% |
| 3M | +12.1% | -34.5% | +46.5% | +25.3% |
| 6M | +19.7% | -24.5% | +44.2% | +27.1% |
| YTD | +52.4% | +12.7% | +39.7% | +39.8% |
| 1Y | +47.6% | +94.8% | -47.3% | +6.8% |
| All | +35.1% | +26.0% | +9.2% | +7.3% |
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