+250.7%
HOOD vs LBRT
+100.8%
+149.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.3% |
| 7D | +17.1% | +8.3% | +8.9% | +15.2% |
| 30D | +31.6% | +6.1% | +25.5% | +29.6% |
| 3M | +38.2% | -34.8% | +73.0% | +49.8% |
| 6M | +48.5% | -24.8% | +73.4% | +53.8% |
| YTD | +8.0% | +12.2% | -4.3% | +0.8% |
| 1Y | +18.7% | +94.0% | -75.3% | -4.9% |
| 3Y | +999.1% | +31.3% | +967.8% | +842.4% |
| 5Y | +181.7% | +111.8% | +69.9% | +164.2% |
| All | +250.7% | +100.8% | +149.9% | +227.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling