+5.1%
XHB vs LBRT
-25.0%
+30.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -11.2% | +16.6% | +4.7% |
| 7D | +9.7% | -25.3% | +35.1% | +8.2% |
| 30D | +11.7% | -32.9% | +44.5% | +9.9% |
| 3M | -1.4% | -33.3% | +32.0% | -2.8% |
| 6M | +6.8% | -61.0% | +67.7% | +4.3% |
| YTD | +5.5% | -28.0% | +33.5% | -3.4% |
| 1Y | +5.1% | -21.5% | +26.6% | -4.4% |
| All | +5.1% | -25.0% | +30.2% | -4.4% |
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