+35.8%
XYZ vs LBRT
-17.1%
+52.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.9% |
| 7D | -1.1% | +9.2% | -10.3% | -0.3% |
| 30D | +11.5% | -27.5% | +39.0% | +8.5% |
| 3M | +1.8% | -37.9% | +39.7% | -1.9% |
| 6M | +21.2% | -60.7% | +81.9% | +13.2% |
| YTD | +29.9% | -28.5% | +58.4% | +29.0% |
| 1Y | +35.8% | -13.2% | +49.0% | +36.8% |
| All | +35.8% | -17.1% | +52.9% | +36.8% |
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