+37.2%
HBAN vs LBRT
+116.2%
-79.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.5% | -2.4% |
| 7D | +2.1% | +6.9% | -4.9% | +0.7% |
| 30D | -4.5% | +7.8% | -12.3% | -6.1% |
| 3M | +2.6% | -25.3% | +27.8% | +7.5% |
| 6M | +4.7% | -19.6% | +24.3% | +6.9% |
| YTD | -1.5% | +17.2% | -18.7% | -8.4% |
| 1Y | -1.9% | +114.1% | -116.0% | -22.9% |
| 3Y | +75.2% | +27.0% | +48.2% | +49.9% |
| 5Y | +37.2% | +128.3% | -91.1% | -8.5% |
| All | +37.2% | +116.2% | -79.0% | -8.5% |
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