+129.7%
WMT vs LBRT
+116.2%
+13.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -5.0% | -1.1% |
| 7D | +0.1% | +6.9% | -6.8% | -0.1% |
| 30D | -5.0% | +7.8% | -12.8% | -5.2% |
| 3M | -11.3% | -25.3% | +14.0% | -10.6% |
| 6M | -13.8% | -19.6% | +5.8% | -13.5% |
| YTD | -4.2% | +17.2% | -21.4% | -5.2% |
| 1Y | +4.6% | +114.1% | -109.5% | +0.7% |
| 3Y | +100.5% | +27.0% | +73.5% | +94.0% |
| 5Y | +129.7% | +128.3% | +1.4% | +120.5% |
| All | +129.7% | +116.2% | +13.5% | +120.5% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling