+401.9%
WDC vs LBRT
+99.1%
+302.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.4% | +5.4% |
| 7D | +1.7% | +8.7% | -7.0% | -1.0% |
| 30D | -10.0% | +6.6% | -16.6% | -11.8% |
| 3M | -18.8% | -34.5% | +15.7% | -9.0% |
| 6M | +79.0% | -24.5% | +103.5% | +91.2% |
| YTD | +171.6% | +12.7% | +158.8% | +161.8% |
| All | +401.9% | +99.1% | +302.7% | +372.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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