+0.3%
ZBH vs LBRT
-27.1%
+27.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.3% |
| 7D | -2.3% | +9.2% | -11.5% | -2.2% |
| 30D | +12.5% | -27.5% | +40.0% | +12.5% |
| 3M | +3.9% | -37.9% | +41.8% | +4.3% |
| 6M | +25.4% | -60.7% | +86.1% | +27.5% |
| YTD | +15.7% | -28.5% | +44.2% | +13.9% |
| 1Y | +15.2% | -13.2% | +28.4% | +12.1% |
| 3Y | +0.3% | -28.8% | +29.1% | -3.3% |
| All | +0.3% | -27.1% | +27.4% | -3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling