-2.1%
HSY vs LBRT
-27.1%
+24.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.6% |
| 7D | -2.1% | +9.2% | -11.3% | -1.8% |
| 30D | +6.1% | -27.5% | +33.6% | +5.2% |
| 3M | -5.6% | -37.9% | +32.3% | -6.7% |
| 6M | -9.5% | -60.7% | +51.2% | -10.7% |
| YTD | -2.1% | -28.5% | +26.4% | -4.0% |
| 1Y | +0.8% | -13.2% | +14.0% | -1.5% |
| 3Y | -2.1% | -28.8% | +26.6% | -6.7% |
| All | -2.1% | -27.1% | +24.9% | -6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling