+1,256.8%
WDC vs LBRT
+26.0%
+1,230.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.4% | +5.4% |
| 7D | +1.7% | +8.7% | -7.0% | -0.7% |
| 30D | -10.0% | +6.6% | -16.6% | -11.7% |
| 3M | -18.8% | -34.5% | +15.7% | -9.6% |
| 6M | +79.0% | -24.5% | +103.5% | +90.4% |
| YTD | +171.6% | +12.7% | +158.8% | +159.6% |
| 1Y | +417.4% | +94.8% | +322.5% | +330.3% |
| All | +1,256.8% | +26.0% | +1,230.8% | +1,159.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling