+46.4%
GH vs LBRT
+28.1%
+18.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.2% |
| 7D | +0.6% | +9.2% | -8.6% | -1.0% |
| 30D | -6.9% | -27.5% | +20.6% | -2.1% |
| 3M | -4.9% | -37.9% | +33.0% | +2.1% |
| 6M | +54.1% | -60.7% | +114.8% | +77.1% |
| YTD | +48.5% | -28.5% | +77.0% | +50.3% |
| 1Y | +61.2% | -13.2% | +74.4% | +56.6% |
| 3Y | +570.3% | -28.8% | +599.1% | +542.8% |
| All | +46.4% | +28.1% | +18.3% | +28.5% |
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