-57.6%
HUBS vs LBRT
+29.0%
-86.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.1% | -7.3% | -4.5% |
| 7D | -6.2% | +10.2% | -16.4% | -6.9% |
| 30D | +6.6% | +4.9% | +1.7% | +6.0% |
| 3M | +16.4% | -21.2% | +37.7% | +18.9% |
| 6M | -19.7% | -19.9% | +0.2% | -19.1% |
| YTD | -42.6% | +20.8% | -63.4% | -46.3% |
| 1Y | -54.2% | +123.5% | -177.7% | -62.5% |
| All | -57.6% | +29.0% | -86.5% | -63.6% |
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 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