+63.8%
HON vs LBRT
+43.0%
+20.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.1% | -4.7% | -2.0% |
| 7D | -0.6% | +10.2% | -10.7% | -1.8% |
| 30D | -15.4% | +4.9% | -20.3% | -16.0% |
| 3M | -9.1% | -21.2% | +12.1% | -7.2% |
| 6M | -17.1% | -19.9% | +2.9% | -16.1% |
| YTD | +1.5% | +20.8% | -19.3% | -3.6% |
| 1Y | -1.3% | +123.5% | -124.9% | -15.5% |
| 3Y | +19.5% | +30.9% | -11.4% | +7.1% |
| 5Y | +3.1% | +136.3% | -133.2% | -19.6% |
| All | +63.8% | +43.0% | +20.8% | +10.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling