+94.8%
LBRT vs WWD
+41.9%
+53.0%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.4% |
| 7D | +8.7% | +1.3% | +7.4% | +8.6% |
| 30D | +6.6% | -7.2% | +13.8% | +7.2% |
| 3M | -34.5% | -3.8% | -30.6% | -34.9% |
| 6M | -24.5% | -9.9% | -14.6% | -24.3% |
| YTD | +12.7% | +14.8% | -2.1% | +1.7% |
| 1Y | +94.8% | +42.1% | +52.8% | +52.6% |
| All | +94.8% | +41.9% | +53.0% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded WWD 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling