+51.3%
MOH vs LBRT
-17.1%
+68.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.2% |
| 7D | +0.2% | +9.2% | -9.0% | -0.3% |
| 30D | +0.1% | -27.5% | +27.7% | +2.5% |
| 3M | +1.8% | -37.9% | +39.7% | +5.8% |
| 6M | +9.1% | -60.7% | +69.8% | +18.6% |
| YTD | +20.7% | -28.5% | +49.2% | +32.9% |
| 1Y | +51.3% | -13.2% | +64.5% | +63.2% |
| All | +51.3% | -17.1% | +68.4% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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