+18.4%
WMB vs LBRT
-23.3%
+41.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +8.1% | +13.8% | -5.8% | +5.8% |
| 30D | -6.9% | -32.4% | +25.5% | -2.2% |
| 3M | -5.1% | -39.9% | +34.8% | +0.6% |
| 6M | -5.7% | -60.8% | +55.1% | +2.8% |
| YTD | +18.1% | -29.3% | +47.3% | +20.6% |
| 1Y | +18.4% | -18.9% | +37.3% | +17.3% |
| All | +18.4% | -23.3% | +41.7% | +17.3% |
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