+114.1%
LBRT vs HRB
-5.9%
+120.0%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -6.5% | +10.4% | +3.4% |
| 7D | +6.9% | -9.1% | +16.0% | +6.1% |
| 30D | +7.8% | +0.3% | +7.5% | +7.8% |
| 3M | -25.3% | +23.4% | -48.7% | -24.3% |
| 6M | -19.6% | +45.1% | -64.7% | -18.5% |
| YTD | +17.2% | +8.9% | +8.3% | +25.6% |
| 1Y | +114.1% | -7.9% | +122.0% | +145.6% |
| All | +114.1% | -5.9% | +120.0% | +145.6% |
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