-15.3%
LBRT price history and return analytics
+142.8%
-158.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.5% |
| 7D | +9.2% | +2.4% | +6.8% | +5.6% |
| 30D | -27.5% | -1.5% | -26.0% | -25.3% |
| 3M | -37.9% | -4.1% | -33.8% | -33.3% |
| 6M | -60.7% | +0.6% | -61.3% | -60.6% |
| YTD | -28.5% | +11.0% | -39.5% | -39.6% |
| 1Y | -13.2% | +13.3% | -26.6% | -28.9% |
| 3Y | -28.8% | +73.4% | -102.2% | -68.9% |
| 5Y | +28.0% | +57.4% | -29.5% | -34.6% |
| All | -15.3% | +142.8% | -158.2% | -76.4% |
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