+50.4%
HCA vs LBRT
+27.1%
+23.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.9% | -4.7% | -0.8% |
| 7D | -2.8% | +6.9% | -9.7% | -2.8% |
| 30D | -2.7% | +7.8% | -10.5% | -2.8% |
| 3M | +11.5% | -25.3% | +36.7% | +11.9% |
| 6M | -24.3% | -19.6% | -4.7% | -24.3% |
| YTD | -13.6% | +17.2% | -30.7% | -15.0% |
| 1Y | -3.2% | +114.1% | -117.3% | -7.4% |
| 3Y | +50.4% | +27.0% | +23.4% | +42.9% |
| All | +50.4% | +27.1% | +23.3% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling