+38.7%
LBRT vs WCC
+472.3%
-433.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.5% | +1.5% | +2.5% |
| 7D | +6.9% | +8.5% | -1.5% | +2.2% |
| 30D | +7.8% | -1.0% | +8.8% | +8.4% |
| 3M | -25.3% | +2.1% | -27.4% | -26.9% |
| 6M | -19.6% | +36.8% | -56.4% | -35.4% |
| YTD | +17.2% | +47.7% | -30.6% | -10.4% |
| 1Y | +114.1% | +66.5% | +47.6% | +51.3% |
| 3Y | +27.0% | +134.2% | -107.1% | -33.0% |
| 5Y | +128.3% | +231.6% | -103.3% | -16.1% |
| All | +38.7% | +472.3% | -433.6% | -67.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling