+30.5%
WELL vs LBRT
-23.4%
+53.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | 0.0% |
| 7D | +0.1% | -1.9% | +2.0% | 0.0% |
| 30D | +7.8% | -32.0% | +39.8% | +6.2% |
| 3M | +10.2% | -39.7% | +49.9% | +8.3% |
| 6M | +16.4% | -61.1% | +77.4% | +15.1% |
| YTD | +35.2% | -29.4% | +64.5% | +33.1% |
| 1Y | +30.5% | -24.5% | +54.9% | +27.1% |
| All | +30.5% | -23.4% | +53.9% | +27.1% |
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