-45.2%
ZBRA vs LBRT
+16.1%
-61.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.1% | -6.7% | -0.1% |
| 7D | -9.5% | -11.9% | +2.4% | -7.6% |
| 30D | -15.6% | -31.9% | +16.3% | -9.7% |
| 3M | -13.2% | -34.9% | +21.6% | -6.7% |
| 6M | +44.5% | -60.7% | +105.2% | +70.2% |
| YTD | +34.5% | -29.2% | +63.8% | +36.5% |
| 1Y | +25.9% | -23.6% | +49.5% | +25.1% |
| 3Y | +61.3% | -26.8% | +88.2% | +53.2% |
| 5Y | -45.2% | +16.3% | -61.5% | -52.5% |
| All | -45.2% | +16.1% | -61.3% | -52.5% |
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