-86.5%
HTZ vs LBRT
+25.4%
-112.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.1% |
| 7D | +7.5% | +8.3% | -0.8% | +5.8% |
| 30D | +47.4% | +6.1% | +41.3% | +45.6% |
| 3M | -54.9% | -34.8% | -20.1% | -51.1% |
| 6M | -47.0% | -24.8% | -22.2% | -45.3% |
| YTD | -55.3% | +12.2% | -67.5% | -59.0% |
| 1Y | -57.6% | +94.0% | -151.6% | -69.8% |
| All | -86.5% | +25.4% | -112.0% | -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 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