+22.1%
LBRT vs HRB
+38.9%
-16.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.0% | +5.5% | +1.6% |
| 7D | +8.7% | -5.7% | +14.4% | +8.9% |
| 30D | +6.6% | +7.9% | -1.3% | +6.1% |
| 3M | -34.5% | +32.1% | -66.6% | -35.7% |
| 6M | -24.5% | +62.2% | -86.7% | -27.9% |
| YTD | +12.7% | +16.4% | -3.7% | +13.6% |
| 1Y | +94.8% | -0.3% | +95.1% | +102.1% |
| All | +22.1% | +38.9% | -16.8% | +12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling