+23.4%
ZBH vs LBRT
-25.2%
+48.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.1% | -5.5% | +3.4% |
| 7D | +11.3% | -11.9% | +23.2% | +9.9% |
| 30D | +21.5% | -31.9% | +53.5% | +18.0% |
| 3M | +12.5% | -34.9% | +47.4% | +9.1% |
| 6M | +32.3% | -60.7% | +92.9% | +25.4% |
| YTD | +21.4% | -29.2% | +50.7% | +17.0% |
| All | +23.4% | -25.2% | +48.6% | +20.3% |
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 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