+106.0%
LBRT vs WCC
+60.5%
+45.5%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | +0.3% |
| 7D | +8.7% | +4.5% | +4.3% | +7.3% |
| 30D | +6.6% | -5.8% | +12.4% | +8.4% |
| 3M | -34.5% | -3.7% | -30.8% | -34.1% |
| 6M | -24.5% | +23.1% | -47.6% | -28.0% |
| YTD | +12.7% | +44.2% | -31.4% | +1.2% |
| All | +106.0% | +60.5% | +45.5% | +82.5% |
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