-64.8%
Z vs LBRT
+115.1%
-180.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.3% |
| 7D | -3.0% | +8.7% | -11.7% | -3.9% |
| 30D | -4.2% | +6.6% | -10.8% | -5.1% |
| 3M | -3.7% | -34.5% | +30.8% | +0.5% |
| 6M | -24.5% | -24.5% | 0.0% | -23.2% |
| YTD | -49.3% | +12.7% | -62.0% | -51.5% |
| 1Y | -58.7% | +94.8% | -153.5% | -64.1% |
| 3Y | -34.1% | +31.9% | -66.0% | -41.6% |
| All | -64.8% | +115.1% | -180.0% | -71.3% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling