-23.2%
LBRT vs WCC
+23.3%
-46.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +8.1% | 0.0% | +4.2% |
| 7D | -11.9% | -5.7% | -6.2% | -9.2% |
| 30D | -31.9% | -13.5% | -18.5% | -27.6% |
| 3M | -34.9% | -12.9% | -22.0% | -30.8% |
| 6M | -60.7% | -10.7% | -50.0% | -58.6% |
| YTD | -29.2% | +30.0% | -59.2% | -33.9% |
| All | -23.2% | +23.3% | -46.5% | -23.8% |
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