-28.9%
LBRT vs WU
-15.5%
-13.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.0% | +7.4% | +4.8% |
| 7D | -29.1% | +11.7% | -40.8% | -26.9% |
| 30D | -38.4% | +12.6% | -51.0% | -36.3% |
| 3M | -40.1% | -0.5% | -39.6% | -38.9% |
| 6M | -62.9% | -18.2% | -44.7% | -63.1% |
| YTD | -34.5% | -19.0% | -15.5% | -34.9% |
| All | -28.9% | -15.5% | -13.4% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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