+109.8%
LBRT vs ALHC
-33.5%
+143.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +8.7% | -0.6% | +9.3% | +8.8% |
| 30D | +6.6% | -1.0% | +7.6% | +6.6% |
| 3M | -34.5% | -10.2% | -24.3% | -34.5% |
| 6M | -24.5% | -28.3% | +3.8% | -23.9% |
| YTD | +12.7% | -31.4% | +44.2% | +13.7% |
| 1Y | +94.8% | -16.9% | +111.8% | +94.6% |
| 3Y | +31.9% | +135.5% | -103.6% | +20.3% |
| All | +109.8% | -33.5% | +143.3% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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