+278.8%
WMB vs LBRT
+114.2%
+164.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | +0.6% | +8.3% | -7.7% | -1.0% |
| 30D | +3.3% | +6.1% | -2.9% | +1.9% |
| 3M | +3.1% | -34.8% | +37.9% | +10.7% |
| 6M | -0.7% | -24.8% | +24.1% | +2.9% |
| YTD | +25.2% | +12.2% | +12.9% | +18.4% |
| 1Y | +32.9% | +94.0% | -61.1% | +9.0% |
| 3Y | +140.6% | +31.3% | +109.3% | +105.5% |
| All | +278.8% | +114.2% | +164.6% | +170.9% |
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