-17.4%
ZBH vs LBRT
+6.0%
-23.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.4% | -6.6% | -1.4% |
| 7D | +11.7% | -29.1% | +40.9% | +13.2% |
| 30D | +19.3% | -38.4% | +57.7% | +21.7% |
| 3M | +8.9% | -40.1% | +49.0% | +11.1% |
| 6M | +28.2% | -62.9% | +91.0% | +34.3% |
| YTD | +18.4% | -34.5% | +52.9% | +18.0% |
| 1Y | +20.6% | -30.2% | +50.8% | +19.3% |
| 3Y | -0.6% | -37.5% | +36.9% | -3.4% |
| All | -17.4% | +6.0% | -23.4% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling