+7.0%
WMT vs LBRT
+100.7%
-93.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.2% |
| 7D | +3.9% | +8.3% | -4.3% | +3.9% |
| 30D | -4.4% | +6.1% | -10.5% | -4.4% |
| 3M | -8.8% | -34.8% | +26.0% | -8.9% |
| 6M | -15.6% | -24.8% | +9.2% | -15.7% |
| YTD | -3.2% | +12.2% | -15.4% | -3.1% |
| 1Y | +7.0% | +94.0% | -86.9% | +8.7% |
| All | +7.0% | +100.7% | -93.7% | +8.7% |
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