+12.4%
HLT vs LBRT
+110.8%
-98.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.6% | -0.5% |
| 7D | -2.6% | +2.3% | -4.9% | -2.5% |
| 30D | -2.6% | -2.9% | +0.3% | -2.7% |
| 3M | -9.4% | -26.1% | +16.7% | -9.7% |
| 6M | +2.7% | -26.2% | +28.9% | +2.1% |
| YTD | +6.8% | +13.7% | -6.9% | +5.0% |
| 1Y | +12.4% | +93.6% | -81.2% | +6.7% |
| All | +12.4% | +110.8% | -98.4% | +6.7% |
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