+107.6%
LBRT vs FWONK
+97.7%
+9.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +1.8% | +0.1% | +1.7% | +1.8% |
| 30D | -2.5% | -7.7% | +5.3% | -0.4% |
| 3M | -24.9% | +5.7% | -30.6% | -26.6% |
| 6M | -29.5% | +13.5% | -42.9% | -33.1% |
| YTD | +14.7% | -3.0% | +17.7% | +14.7% |
| 1Y | +91.7% | -6.4% | +98.1% | +93.9% |
| 3Y | +24.6% | +43.8% | -19.2% | +5.7% |
| All | +107.6% | +97.7% | +9.9% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling