+22.1%
LBRT vs WST
-15.6%
+37.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | +8.7% | +0.7% | +8.0% | +8.6% |
| 30D | +6.6% | -3.1% | +9.8% | +7.1% |
| 3M | -34.5% | +7.2% | -41.7% | -35.1% |
| 6M | -24.5% | +36.8% | -61.3% | -27.8% |
| YTD | +12.7% | +23.8% | -11.1% | +9.0% |
| 1Y | +94.8% | +37.8% | +57.1% | +86.3% |
| All | +22.1% | -15.6% | +37.8% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded WST 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling