+180.3%
WMB vs LBRT
+6.0%
+174.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.6% | -1.4% |
| 7D | -13.8% | -29.1% | +15.3% | -7.9% |
| 30D | -10.3% | -38.4% | +28.1% | -1.6% |
| 3M | -10.1% | -40.1% | +30.0% | -1.1% |
| 6M | -11.8% | -62.9% | +51.0% | +5.2% |
| YTD | +8.9% | -34.5% | +43.5% | +14.1% |
| 1Y | +14.0% | -30.2% | +44.2% | +17.3% |
| 3Y | +100.5% | -37.5% | +138.0% | +101.8% |
| All | +180.3% | +6.0% | +174.3% | +134.4% |
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