+19.8%
CDW vs LBRT
-23.4%
+43.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.3% | -1.1% | +2.2% |
| 7D | +2.6% | -1.9% | +4.5% | +2.5% |
| 30D | +20.4% | -32.0% | +52.4% | +20.1% |
| 3M | +28.5% | -39.7% | +68.1% | +28.0% |
| 6M | +70.6% | -61.1% | +131.7% | +70.7% |
| YTD | +29.1% | -29.4% | +58.5% | +22.6% |
| All | +19.8% | -23.4% | +43.2% | +12.4% |
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