+34.6%
XHB vs LBRT
-27.9%
+62.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | -2.4% | +13.8% | -16.3% | -3.5% |
| 30D | +7.1% | -32.4% | +39.5% | +10.2% |
| 3M | -6.0% | -39.9% | +33.9% | -2.2% |
| 6M | +2.1% | -60.8% | +62.9% | +10.7% |
| YTD | -0.6% | -29.3% | +28.7% | -2.4% |
| 1Y | -3.3% | -18.9% | +15.6% | -7.2% |
| All | +34.6% | -27.9% | +62.5% | +29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling