+31.2%
LBRT vs FWONK
+46.4%
-15.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.9% | +1.1% | +2.8% |
| 7D | +10.2% | -0.6% | +10.8% | +10.3% |
| 30D | +4.9% | -5.8% | +10.6% | +5.8% |
| 3M | -21.2% | +10.0% | -31.3% | -23.2% |
| 6M | -19.9% | +14.7% | -34.6% | -23.1% |
| YTD | +20.8% | -1.7% | +22.5% | +21.5% |
| 1Y | +123.5% | -4.6% | +128.2% | +126.5% |
| All | +31.2% | +46.4% | -15.3% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 3y: compounded portfolio wealth divided by compounded FWONK 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…
3y analysis · Full analysis span regression · 6 months rolling