-21.5%
LBRT vs WCC
+24.5%
-46.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -9.9% | -1.3% | -7.1% |
| 7D | -25.3% | -8.8% | -16.5% | -22.3% |
| 30D | -32.9% | -16.0% | -16.9% | -28.0% |
| 3M | -33.3% | -15.2% | -18.1% | -28.9% |
| 6M | -61.0% | -8.4% | -52.6% | -59.2% |
| YTD | -28.0% | +30.1% | -58.1% | -33.0% |
| 1Y | -21.5% | +26.4% | -47.9% | -23.4% |
| All | -21.5% | +24.5% | -46.0% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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