+5.4%
HON vs LBRT
+115.1%
-109.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.8% |
| 7D | -3.6% | +8.7% | -12.3% | -4.3% |
| 30D | -15.3% | +6.6% | -21.9% | -15.8% |
| 3M | -7.9% | -34.5% | +26.6% | -4.8% |
| 6M | -18.1% | -24.5% | +6.4% | -17.0% |
| YTD | +3.8% | +12.7% | -8.9% | +0.1% |
| 1Y | +0.5% | +94.8% | -94.4% | -10.0% |
| 3Y | +19.8% | +31.9% | -12.1% | +8.6% |
| All | +5.4% | +115.1% | -109.7% | -11.4% |
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