+105.3%
HAL vs LBRT
+115.1%
-9.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.3% |
| 7D | +2.9% | +8.7% | -5.8% | -1.3% |
| 30D | +17.0% | +6.6% | +10.4% | +12.9% |
| 3M | -9.7% | -34.5% | +24.8% | +8.3% |
| 6M | +8.6% | -24.5% | +33.1% | +19.0% |
| YTD | +33.0% | +12.7% | +20.3% | +14.5% |
| 1Y | +68.3% | +94.8% | -26.5% | +0.2% |
| 3Y | +0.1% | +31.9% | -31.8% | -31.3% |
| All | +105.3% | +115.1% | -9.9% | 0.0% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling