+14.1%
GEHC vs LBRT
-27.7%
+41.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +3.0% | -0.8% |
| 7D | +3.7% | -15.7% | +19.4% | +2.1% |
| 30D | +27.3% | -34.3% | +61.6% | +23.1% |
| 3M | +14.7% | -40.6% | +55.4% | +10.3% |
| 6M | +31.9% | -62.0% | +93.9% | +23.8% |
| YTD | +2.2% | -31.6% | +33.8% | -6.8% |
| 1Y | +14.1% | -25.8% | +39.9% | +5.9% |
| All | +14.1% | -27.7% | +41.8% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling