+109.8%
LBRT vs HRB
+126.2%
-16.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.0% | +5.5% | +2.0% |
| 7D | +8.7% | -5.7% | +14.4% | +9.6% |
| 30D | +6.6% | +7.9% | -1.3% | +5.0% |
| 3M | -34.5% | +32.1% | -66.6% | -37.9% |
| 6M | -24.5% | +62.2% | -86.7% | -32.0% |
| YTD | +12.7% | +16.4% | -3.7% | +9.7% |
| 1Y | +94.8% | -0.3% | +95.1% | +96.9% |
| 3Y | +31.9% | +36.0% | -4.2% | +19.3% |
| All | +109.8% | +126.2% | -16.4% | +67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling