+10.6%
HSY vs LBRT
+25.3%
-14.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.8% |
| 7D | -2.3% | +13.8% | -16.2% | -2.2% |
| 30D | +6.3% | -32.4% | +38.7% | +6.2% |
| 3M | -5.2% | -39.9% | +34.7% | -5.2% |
| 6M | -8.3% | -60.8% | +52.5% | -7.8% |
| YTD | -2.7% | -29.3% | +26.6% | -3.7% |
| 1Y | +0.1% | -18.9% | +19.0% | -1.4% |
| 3Y | -1.0% | -28.0% | +26.9% | -3.8% |
| 5Y | +10.6% | +26.6% | -16.0% | +4.6% |
| All | +10.6% | +25.3% | -14.7% | +4.6% |
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