+22.1%
LBRT vs WCC
+131.2%
-109.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | -0.1% |
| 7D | +8.7% | +4.5% | +4.3% | +6.8% |
| 30D | +6.6% | -5.8% | +12.4% | +9.1% |
| 3M | -34.5% | -3.7% | -30.8% | -33.8% |
| 6M | -24.5% | +23.1% | -47.6% | -32.1% |
| YTD | +12.7% | +44.2% | -31.4% | -5.7% |
| 1Y | +94.8% | +62.1% | +32.8% | +54.1% |
| All | +22.1% | +131.2% | -109.1% | -17.4% |
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 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