+13.2%
CDW vs LBRT
-31.1%
+44.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.4% | -6.3% | -0.8% |
| 7D | +2.1% | -29.1% | +31.2% | +1.5% |
| 30D | +14.7% | -38.4% | +53.1% | +14.1% |
| 3M | +11.1% | -40.1% | +51.2% | +10.4% |
| 6M | +45.6% | -62.9% | +108.5% | +44.3% |
| YTD | +17.1% | -34.5% | +51.6% | +14.0% |
| 1Y | +13.2% | -30.2% | +43.4% | +12.4% |
| All | +13.2% | -31.1% | +44.3% | +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