+15.5%
GEHC vs LBRT
+40.1%
-24.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.4% |
| 7D | -4.0% | +8.7% | -12.7% | -4.9% |
| 30D | -2.0% | +6.6% | -8.6% | -2.8% |
| 3M | +8.0% | -34.5% | +42.4% | +12.9% |
| 6M | -12.8% | -24.5% | +11.7% | -11.4% |
| YTD | -15.9% | +12.7% | -28.6% | -20.8% |
| 1Y | -6.9% | +94.8% | -101.8% | -22.2% |
| 3Y | 0.0% | +31.9% | -31.9% | -12.5% |
| All | +15.5% | +40.1% | -24.6% | +1.1% |
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