-61.4%
ZTS vs LBRT
+115.1%
-176.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.7% |
| 7D | -2.0% | +8.7% | -10.7% | -2.4% |
| 30D | +1.9% | +6.6% | -4.7% | +1.5% |
| 3M | -4.0% | -34.5% | +30.5% | -1.9% |
| 6M | -39.1% | -24.5% | -14.6% | -38.5% |
| YTD | -38.8% | +12.7% | -51.5% | -40.2% |
| 1Y | -49.6% | +94.8% | -144.4% | -52.9% |
| 3Y | -59.0% | +31.9% | -90.8% | -61.6% |
| All | -61.4% | +115.1% | -176.6% | -63.6% |
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