+151.1%
HUBB vs LBRT
+115.1%
+36.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.1% |
| 7D | +0.5% | +8.7% | -8.2% | -0.7% |
| 30D | -10.0% | +6.6% | -16.6% | -11.0% |
| 3M | -4.8% | -34.5% | +29.7% | +0.6% |
| 6M | -5.6% | -24.5% | +18.9% | -3.0% |
| YTD | +4.7% | +12.7% | -8.1% | +0.4% |
| 1Y | +6.7% | +94.8% | -88.2% | -7.0% |
| 3Y | +45.8% | +31.9% | +13.9% | +33.0% |
| All | +151.1% | +115.1% | +36.0% | +108.0% |
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