+70.3%
HCA vs LBRT
+138.4%
-68.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.1% | +1.8% | +4.7% |
| 7D | +4.9% | +10.2% | -5.3% | +4.3% |
| 30D | +1.9% | +4.9% | -3.0% | +1.5% |
| 3M | +12.7% | -21.2% | +34.0% | +14.0% |
| 6M | -22.3% | -19.9% | -2.4% | -21.9% |
| YTD | -9.3% | +20.8% | -30.1% | -12.2% |
| 1Y | +2.7% | +123.5% | -120.8% | -6.6% |
| 3Y | +57.8% | +30.9% | +26.9% | +46.7% |
| 5Y | +70.3% | +136.3% | -66.0% | +39.6% |
| All | +70.3% | +138.4% | -68.1% | +39.6% |
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