-39.7%
ZS vs LBRT
+99.1%
-138.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -6.0% | -4.6% |
| 7D | -7.8% | +8.7% | -16.6% | -8.3% |
| 30D | +5.0% | +6.6% | -1.6% | +4.5% |
| 3M | +25.5% | -34.5% | +60.0% | +28.2% |
| 6M | +8.7% | -24.5% | +33.2% | +10.3% |
| YTD | -24.5% | +12.7% | -37.2% | -25.1% |
| All | -39.7% | +99.1% | -138.8% | -40.0% |
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