+94.0%
LBRT vs HRB
+1.1%
+92.9%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.0% | +5.0% | +0.7% |
| 7D | +8.3% | -5.7% | +13.9% | +7.8% |
| 30D | +6.1% | +7.9% | -1.8% | +6.8% |
| 3M | -34.8% | +32.1% | -66.9% | -33.5% |
| 6M | -24.8% | +62.2% | -87.1% | -24.0% |
| YTD | +12.2% | +16.4% | -4.2% | +20.1% |
| 1Y | +94.0% | -0.3% | +94.3% | +120.2% |
| All | +94.0% | +1.1% | +92.9% | +120.2% |
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