+293.1%
ZETA vs LBRT
+25.3%
+267.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | +26.5% | +13.8% | +12.6% | +22.6% |
| 30D | +10.3% | -32.4% | +42.7% | +20.0% |
| 3M | +30.5% | -39.9% | +70.4% | +45.4% |
| 6M | +129.4% | -60.8% | +190.2% | +180.1% |
| YTD | +83.1% | -29.3% | +112.4% | +86.3% |
| 1Y | +82.1% | -18.9% | +100.9% | +77.7% |
| 3Y | +352.3% | -28.0% | +380.3% | +326.9% |
| 5Y | +293.1% | +26.6% | +266.6% | +197.9% |
| All | +293.1% | +25.3% | +267.8% | +197.9% |
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