-21.5%
LBRT vs HRB
+16.9%
-38.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +4.4% | -15.6% | -10.4% |
| 7D | -25.3% | +16.0% | -41.4% | -23.2% |
| 30D | -32.9% | +32.1% | -64.9% | -29.8% |
| 3M | -33.3% | +21.5% | -54.8% | -30.8% |
| 6M | -61.0% | +82.1% | -143.0% | -58.9% |
| YTD | -28.0% | +31.6% | -59.6% | -20.7% |
| 1Y | -21.5% | +15.9% | -37.4% | -8.0% |
| All | -21.5% | +16.9% | -38.4% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling