+125.5%
LBRT vs EQH
+94.3%
+31.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.0% | -6.9% | -6.5% |
| 7D | +2.3% | -1.8% | +4.1% | +3.3% |
| 30D | -2.9% | +2.4% | -5.4% | -4.6% |
| 3M | -26.1% | +26.3% | -52.4% | -36.4% |
| 6M | -26.2% | +35.8% | -62.0% | -40.3% |
| YTD | +13.7% | +12.7% | +1.0% | +3.1% |
| 1Y | +93.6% | +2.5% | +91.1% | +85.8% |
| 3Y | +23.2% | +98.6% | -75.4% | -21.8% |
| 5Y | +125.5% | +101.7% | +23.8% | +20.3% |
| All | +125.5% | +94.3% | +31.2% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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