-36.7%
ZS vs LBRT
+100.7%
-137.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -4.6% |
| 7D | -7.8% | +8.3% | -16.1% | -8.3% |
| 30D | +5.0% | +6.1% | -1.1% | +4.6% |
| 3M | +25.5% | -34.8% | +60.3% | +27.9% |
| 6M | +8.7% | -24.8% | +33.5% | +10.2% |
| YTD | -24.5% | +12.2% | -36.7% | -24.7% |
| 1Y | -36.7% | +94.0% | -130.7% | -36.0% |
| All | -36.7% | +100.7% | -137.4% | -36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling