-30.2%
LBRT vs BBWI
-6.0%
-24.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -3.3% | +8.6% | +5.2% |
| 7D | -29.1% | -6.2% | -23.0% | -29.2% |
| 30D | -38.4% | +19.9% | -58.3% | -38.0% |
| 3M | -40.1% | +7.1% | -47.2% | -39.7% |
| 6M | -62.9% | +13.7% | -76.6% | -62.6% |
| YTD | -34.5% | +9.6% | -44.1% | -33.7% |
| 1Y | -30.2% | -1.6% | -28.6% | -28.5% |
| All | -30.2% | -6.0% | -24.2% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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