-28.8%
LBRT vs WCC
+134.5%
-163.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.7% | +1.9% |
| 7D | +9.2% | +9.9% | -0.7% | +4.5% |
| 30D | -27.5% | -8.4% | -19.1% | -24.1% |
| 3M | -37.9% | -10.3% | -27.6% | -34.4% |
| 6M | -60.7% | -10.5% | -50.2% | -58.7% |
| YTD | -28.5% | +32.2% | -60.7% | -37.9% |
| 1Y | -13.2% | +25.5% | -38.7% | -22.7% |
| 3Y | -28.8% | +134.7% | -163.5% | -57.2% |
| All | -28.8% | +134.5% | -163.2% | -57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling