+94.8%
LBRT vs CHD
+7.1%
+87.8%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +8.7% | -2.7% | +11.4% | +7.3% |
| 30D | +6.6% | -4.6% | +11.2% | +4.3% |
| 3M | -34.5% | +5.0% | -39.5% | -32.2% |
| 6M | -24.5% | -3.2% | -21.3% | -24.1% |
| YTD | +12.7% | +18.6% | -5.9% | +24.2% |
| 1Y | +94.8% | +4.8% | +90.0% | +106.3% |
| All | +94.8% | +7.1% | +87.8% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded CHD 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling