+43.8%
WEC vs LBRT
+25.4%
+18.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.7% |
| 7D | -0.3% | +8.3% | -8.5% | -0.3% |
| 30D | -1.3% | +6.1% | -7.4% | -1.3% |
| 3M | -3.9% | -34.8% | +30.8% | -3.5% |
| 6M | -8.3% | -24.8% | +16.5% | -8.1% |
| YTD | +3.1% | +12.2% | -9.2% | +2.5% |
| 1Y | +1.9% | +94.0% | -92.0% | 0.0% |
| All | +43.8% | +25.4% | +18.4% | +37.5% |
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 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