+119.7%
LBRT vs WY
-20.4%
+140.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.1% |
| 7D | +8.7% | -1.7% | +10.5% | +9.6% |
| 30D | +6.6% | -10.1% | +16.7% | +11.8% |
| 3M | -34.5% | -5.1% | -29.3% | -33.4% |
| 6M | -24.5% | -4.8% | -19.7% | -24.2% |
| YTD | +12.7% | -0.2% | +13.0% | +9.2% |
| 1Y | +94.8% | -6.6% | +101.5% | +95.8% |
| 3Y | +31.9% | -22.7% | +54.6% | +45.5% |
| All | +119.7% | -20.4% | +140.0% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 5y: compounded portfolio wealth divided by compounded WY 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…
5y analysis · Full analysis span regression · 6 months rolling