+183.9%
ZBRA vs LBRT
+34.6%
+149.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | +0.8% |
| 7D | -3.8% | +2.3% | -6.1% | -4.2% |
| 30D | -10.2% | -2.9% | -7.3% | -9.9% |
| 3M | +58.7% | -26.1% | +84.8% | +65.1% |
| 6M | +61.9% | -26.2% | +88.1% | +67.3% |
| YTD | +41.7% | +13.7% | +28.0% | +34.9% |
| 1Y | +12.4% | +93.6% | -81.2% | -3.8% |
| 3Y | +34.2% | +23.2% | +11.0% | +21.2% |
| 5Y | -40.8% | +125.5% | -166.3% | -52.9% |
| All | +183.9% | +34.6% | +149.3% | +110.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling