-53.6%
Z vs LBRT
-25.0%
-28.6%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -11.2% | +20.6% | +7.8% |
| 7D | +10.2% | -25.3% | +35.5% | +6.5% |
| 30D | +23.7% | -32.9% | +56.6% | +19.4% |
| 3M | -6.6% | -33.3% | +26.8% | -9.9% |
| 6M | -23.0% | -61.0% | +38.0% | -25.2% |
| YTD | -50.3% | -28.0% | -22.3% | -55.4% |
| 1Y | -53.6% | -21.5% | -32.1% | -59.8% |
| All | -53.6% | -25.0% | -28.6% | -59.8% |
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