+12.8%
HPQ vs LBRT
+112.4%
-99.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.9% | -8.4% | -4.6% |
| 7D | -0.5% | +6.9% | -7.4% | -0.6% |
| 30D | +3.7% | +7.8% | -4.1% | +3.4% |
| 3M | +24.3% | -25.3% | +49.6% | +25.8% |
| 6M | +64.8% | -19.6% | +84.3% | +64.9% |
| YTD | +43.9% | +17.2% | +26.7% | +38.8% |
| All | +12.8% | +112.4% | -99.6% | +7.1% |
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