+109.8%
LBRT vs BBWI
-66.0%
+175.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.4% | +0.9% |
| 7D | +8.7% | +1.5% | +7.2% | +8.3% |
| 30D | +6.6% | -5.2% | +11.8% | +7.4% |
| 3M | -34.5% | +11.1% | -45.6% | -36.8% |
| 6M | -24.5% | -13.4% | -11.1% | -23.7% |
| YTD | +12.7% | +0.1% | +12.6% | +8.8% |
| 1Y | +94.8% | -36.1% | +131.0% | +110.6% |
| 3Y | +31.9% | -44.1% | +76.0% | +42.1% |
| All | +109.8% | -66.0% | +175.8% | +162.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling