+33.5%
LBRT vs FHN
+66.5%
-33.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +8.7% | +1.2% | +7.6% | +7.8% |
| 30D | +6.6% | -4.7% | +11.3% | +9.9% |
| 3M | -34.5% | +3.5% | -38.0% | -36.2% |
| 6M | -24.5% | +7.8% | -32.3% | -29.1% |
| YTD | +12.7% | +5.9% | +6.8% | +6.9% |
| 1Y | +94.8% | +12.5% | +82.4% | +75.7% |
| 3Y | +31.9% | +117.2% | -85.3% | -25.3% |
| 5Y | +111.8% | +86.5% | +25.3% | +11.7% |
| All | +33.5% | +66.5% | -33.0% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded FHN 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling