+13.4%
LBRT vs AHR
+360.2%
-346.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.5% | -6.4% | -6.0% |
| 7D | +2.3% | -3.0% | +5.4% | +2.9% |
| 30D | -2.9% | +2.6% | -5.5% | -3.5% |
| 3M | -26.1% | +16.0% | -42.2% | -29.4% |
| 6M | -26.2% | +3.1% | -29.2% | -27.2% |
| YTD | +13.7% | +16.0% | -2.4% | +8.2% |
| 1Y | +93.6% | +28.0% | +65.6% | +79.0% |
| All | +13.4% | +360.2% | -346.8% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 10y: compounded portfolio wealth divided by compounded AHR 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…
10y analysis · Full analysis span regression · 6 months rolling