+18.4%
XRT vs LBRT
-25.0%
+43.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -11.2% | +16.7% | +4.9% |
| 7D | +8.0% | -25.3% | +33.4% | +6.8% |
| 30D | +13.0% | -32.9% | +45.9% | +11.7% |
| 3M | +1.7% | -33.3% | +35.0% | +0.5% |
| 6M | +12.6% | -61.0% | +73.5% | +11.3% |
| YTD | +10.7% | -28.0% | +38.7% | +4.6% |
| 1Y | +18.4% | -21.5% | +39.9% | +10.8% |
| All | +18.4% | -25.0% | +43.4% | +10.8% |
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