-31.3%
ZBH vs LBRT
+116.2%
-147.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.9% | -7.9% | -4.2% |
| 7D | -5.2% | +6.9% | -12.2% | -5.6% |
| 30D | -2.4% | +7.8% | -10.2% | -2.9% |
| 3M | +8.3% | -25.3% | +33.5% | +9.9% |
| 6M | +0.7% | -19.6% | +20.2% | +1.2% |
| YTD | +5.3% | +17.2% | -11.8% | +2.4% |
| 1Y | -9.1% | +114.1% | -123.2% | -17.3% |
| 3Y | -19.7% | +27.0% | -46.7% | -25.0% |
| 5Y | -31.3% | +128.3% | -159.6% | -42.2% |
| All | -31.3% | +116.2% | -147.5% | -42.2% |
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