+28.1%
XYZ vs LBRT
-27.7%
+55.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.4% | 0.0% | -3.6% |
| 7D | +12.6% | -15.7% | +28.3% | +10.8% |
| 30D | +10.8% | -34.3% | +45.1% | +7.5% |
| 3M | +8.4% | -40.6% | +49.0% | +4.6% |
| 6M | +14.3% | -62.0% | +76.3% | +8.0% |
| YTD | +31.5% | -31.6% | +63.1% | +26.5% |
| 1Y | +28.1% | -25.8% | +53.9% | +19.4% |
| All | +28.1% | -27.7% | +55.9% | +19.4% |
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