-86.5%
HTZ vs LBRT
+26.0%
-112.5%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.0% |
| 7D | +7.5% | +8.7% | -1.3% | +5.7% |
| 30D | +47.4% | +6.6% | +40.8% | +45.5% |
| 3M | -54.9% | -34.5% | -20.4% | -51.2% |
| 6M | -47.0% | -24.5% | -22.5% | -45.4% |
| YTD | -55.3% | +12.7% | -68.0% | -59.1% |
| 1Y | -57.6% | +94.8% | -152.5% | -69.8% |
| All | -86.5% | +26.0% | -112.5% | -88.5% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling