-18.9%
CDW vs LBRT
+115.1%
-134.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.2% |
| 7D | +3.2% | +8.7% | -5.6% | +2.0% |
| 30D | +9.3% | +6.6% | +2.7% | +8.2% |
| 3M | +9.8% | -34.5% | +44.3% | +15.6% |
| 6M | +23.3% | -24.5% | +47.8% | +26.5% |
| YTD | +13.7% | +12.7% | +0.9% | +8.4% |
| 1Y | -6.5% | +94.8% | -101.3% | -19.7% |
| 3Y | -25.2% | +31.9% | -57.1% | -33.7% |
| All | -18.9% | +115.1% | -134.1% | -35.9% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling