+528.7%
WDC vs LBRT
+6.0%
+522.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.4% | -6.8% | -3.0% |
| 7D | -28.0% | -29.1% | +1.2% | -20.5% |
| 30D | -34.9% | -38.4% | +3.4% | -25.5% |
| 3M | -41.6% | -40.1% | -1.5% | -32.8% |
| 6M | -45.4% | -62.9% | +17.5% | -29.7% |
| YTD | +53.3% | -34.5% | +87.8% | +70.4% |
| 1Y | +61.5% | -30.2% | +91.7% | +76.8% |
| 3Y | +712.3% | -37.5% | +749.8% | +765.1% |
| All | +528.7% | +6.0% | +522.7% | +484.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling