+8.7%
HPQ vs LBRT
+6.0%
+2.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.4% | -8.7% | -4.1% |
| 7D | -1.1% | -29.1% | +28.0% | +3.7% |
| 30D | -11.7% | -38.4% | +26.7% | -5.5% |
| 3M | +2.0% | -40.1% | +42.0% | +9.2% |
| 6M | +35.9% | -62.9% | +98.7% | +56.5% |
| YTD | +32.7% | -34.5% | +67.2% | +35.2% |
| 1Y | +14.3% | -30.2% | +44.5% | +14.6% |
| 3Y | +17.8% | -37.5% | +55.3% | +14.3% |
| All | +8.7% | +6.0% | +2.8% | -7.7% |
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