-10.7%
HSY vs LBRT
+26.0%
-36.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.1% |
| 7D | -3.3% | +8.7% | -12.0% | -3.1% |
| 30D | -2.8% | +6.6% | -9.4% | -2.7% |
| 3M | -4.5% | -34.5% | +30.0% | -4.6% |
| 6M | -24.2% | -24.5% | +0.3% | -24.4% |
| YTD | -2.7% | +12.7% | -15.5% | -3.6% |
| 1Y | -3.7% | +94.8% | -98.6% | -6.2% |
| All | -10.7% | +26.0% | -36.7% | -13.8% |
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