-19.0%
LBRT price history and return analytics
+142.3%
-161.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.7% |
| 7D | -15.7% | -0.1% | -15.5% | -15.1% |
| 30D | -34.3% | -3.1% | -31.2% | -30.6% |
| 3M | -40.6% | -3.5% | -37.1% | -36.9% |
| 6M | -62.0% | +0.5% | -62.5% | -61.9% |
| YTD | -31.6% | +10.8% | -42.4% | -42.1% |
| 1Y | -25.8% | +11.9% | -37.7% | -37.9% |
| 3Y | -30.4% | +73.0% | -103.4% | -69.5% |
| 5Y | +18.7% | +58.6% | -39.9% | -40.2% |
| All | -19.0% | +142.3% | -161.3% | -77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling