+347.2%
ZETA vs LBRT
+115.1%
+232.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.5% | -5.5% | -4.4% |
| 7D | +2.7% | +8.7% | -6.1% | +0.6% |
| 30D | +15.8% | +6.6% | +9.2% | +13.8% |
| 3M | +35.4% | -34.5% | +69.9% | +48.0% |
| 6M | +67.1% | -24.5% | +91.6% | +73.7% |
| YTD | +54.1% | +12.7% | +41.3% | +42.4% |
| 1Y | +67.8% | +94.8% | -27.0% | +29.9% |
| 3Y | +311.4% | +31.9% | +279.6% | +238.1% |
| All | +347.2% | +115.1% | +232.1% | +231.0% |
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 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