+123.0%
HUBB vs LBRT
+6.0%
+117.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.4% | -2.8% | +1.7% |
| 7D | +1.7% | -29.1% | +30.8% | +6.8% |
| 30D | -9.7% | -38.4% | +28.7% | -3.2% |
| 3M | -15.2% | -40.1% | +24.9% | -8.8% |
| 6M | -14.0% | -62.9% | +48.9% | -1.3% |
| YTD | -2.4% | -34.5% | +32.1% | +1.0% |
| 1Y | -5.8% | -30.2% | +24.4% | -3.7% |
| 3Y | +60.4% | -37.5% | +97.9% | +61.3% |
| All | +123.0% | +6.0% | +117.0% | +108.3% |
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