+129.2%
HPE vs LBRT
+100.7%
+28.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -4.6% |
| 7D | -0.6% | +8.3% | -8.8% | -1.8% |
| 30D | -2.3% | +6.1% | -8.4% | -3.2% |
| 3M | -2.9% | -34.8% | +31.9% | +3.0% |
| 6M | +143.6% | -24.8% | +168.4% | +152.3% |
| YTD | +118.5% | +12.2% | +106.3% | +113.1% |
| 1Y | +129.2% | +94.0% | +35.2% | +112.0% |
| All | +129.2% | +100.7% | +28.5% | +112.0% |
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