-18.9%
LBRT vs WU
-16.8%
-2.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.3% | -0.2% |
| 7D | +13.8% | -5.3% | +19.1% | +12.2% |
| 30D | -32.4% | +9.0% | -41.4% | -30.7% |
| 3M | -39.9% | -3.6% | -36.3% | -39.3% |
| 6M | -60.8% | -19.4% | -41.4% | -61.2% |
| YTD | -29.3% | -21.7% | -7.6% | -30.2% |
| 1Y | -18.9% | -16.1% | -2.7% | -20.8% |
| All | -18.9% | -16.8% | -2.1% | -20.8% |
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