+28.0%
USHY vs LBRT
+27.1%
+0.9%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -4.0% | -0.1% |
| 7D | 0.0% | +6.9% | -6.9% | -0.2% |
| 30D | 0.0% | +7.8% | -7.8% | -0.2% |
| 3M | +1.2% | -25.3% | +26.4% | +1.8% |
| 6M | +2.6% | -19.6% | +22.2% | +2.9% |
| YTD | +2.4% | +17.2% | -14.7% | +1.3% |
| 1Y | +4.2% | +114.1% | -109.8% | +0.3% |
| 3Y | +28.0% | +27.0% | +1.0% | +23.5% |
| All | +28.0% | +27.1% | +0.9% | +23.5% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling