+20.5%
LBRT vs AHR
+357.7%
-337.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.4% |
| 7D | +10.2% | -4.3% | +14.5% | +11.1% |
| 30D | +4.9% | -3.1% | +7.9% | +5.3% |
| 3M | -21.2% | +15.7% | -36.9% | -24.7% |
| 6M | -19.9% | +4.1% | -24.0% | -21.4% |
| YTD | +20.8% | +15.4% | +5.3% | +15.1% |
| 1Y | +123.5% | +28.0% | +95.6% | +106.7% |
| All | +20.5% | +357.7% | -337.2% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling