-59.2%
ZTS vs LBRT
+26.7%
-85.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +1.0% | +13.8% | -12.8% | +0.5% |
| 30D | +12.4% | -32.4% | +44.8% | +14.1% |
| 3M | +13.6% | -39.9% | +53.5% | +15.8% |
| 6M | +9.3% | -60.8% | +70.1% | +14.2% |
| YTD | -32.6% | -29.3% | -3.3% | -33.0% |
| 1Y | -30.0% | -18.9% | -11.2% | -31.3% |
| 3Y | -48.7% | -28.0% | -20.8% | -50.7% |
| All | -59.2% | +26.7% | -85.9% | -61.1% |
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