+20.9%
ZS vs LBRT
-38.0%
+58.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.4% | -8.4% | -3.7% |
| 7D | -16.9% | -29.1% | +12.3% | -13.6% |
| 30D | -7.4% | -38.4% | +30.9% | -2.4% |
| 3M | +21.6% | -40.1% | +61.6% | +28.1% |
| 6M | +42.4% | -62.9% | +105.3% | +58.8% |
| YTD | -12.1% | -34.5% | +22.4% | -10.3% |
| 1Y | -37.8% | -30.2% | -7.6% | -37.3% |
| 3Y | +20.9% | -37.5% | +58.4% | +21.5% |
| All | +20.9% | -38.0% | +58.9% | +21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling