+6.5%
LBRT vs WCC
+117.0%
-110.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.2% | +3.2% | +4.4% |
| 7D | -29.1% | -14.7% | -14.4% | -23.7% |
| 30D | -38.4% | -20.1% | -18.3% | -31.8% |
| 3M | -40.1% | -21.2% | -18.9% | -33.3% |
| 6M | -62.9% | -19.2% | -43.7% | -59.4% |
| YTD | -34.5% | +20.2% | -54.7% | -40.3% |
| 1Y | -30.2% | +14.5% | -44.7% | -35.0% |
| 3Y | -37.5% | +115.1% | -152.6% | -57.0% |
| All | +6.5% | +117.0% | -110.4% | -31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling