-14.0%
HL vs LBRT
-23.3%
+9.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.6% | -5.5% |
| 7D | -7.6% | +13.8% | -21.4% | -8.9% |
| 30D | -17.5% | -32.4% | +14.9% | -13.9% |
| 3M | -26.2% | -39.9% | +13.7% | -22.0% |
| 6M | -35.1% | -60.8% | +25.8% | -27.9% |
| YTD | -30.4% | -29.3% | -1.1% | -32.5% |
| 1Y | -14.0% | -18.9% | +4.9% | -28.6% |
| All | -14.0% | -23.3% | +9.3% | -28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling