+114.1%
LBRT vs WU
-11.3%
+125.4%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.5% | +6.4% | +3.9% |
| 7D | +6.9% | -0.8% | +7.8% | +6.9% |
| 30D | +7.8% | -1.1% | +8.9% | +7.7% |
| 3M | -25.3% | -1.8% | -23.5% | -25.8% |
| 6M | -19.6% | -23.9% | +4.4% | -19.0% |
| YTD | +17.2% | -20.4% | +37.6% | +16.9% |
| 1Y | +114.1% | -10.6% | +124.7% | +97.4% |
| All | +114.1% | -11.3% | +125.4% | +97.4% |
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