+94.8%
HPE vs LBRT
-31.1%
+125.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.4% | -4.0% | -0.4% |
| 7D | -18.7% | -29.1% | +10.4% | -9.8% |
| 30D | -37.9% | -38.4% | +0.5% | -28.6% |
| 3M | -14.4% | -40.1% | +25.7% | -0.6% |
| 6M | +48.2% | -62.9% | +111.1% | +84.5% |
| YTD | +88.6% | -34.5% | +123.1% | +115.0% |
| 1Y | +94.8% | -30.2% | +125.0% | +121.5% |
| All | +94.8% | -31.1% | +125.9% | +121.5% |
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