+4.6%
WMT vs LBRT
+106.9%
-102.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -5.0% | -1.0% |
| 7D | +0.1% | +6.9% | -6.8% | +0.1% |
| 30D | -5.0% | +7.8% | -12.8% | -5.0% |
| 3M | -11.3% | -25.3% | +14.0% | -11.3% |
| 6M | -13.8% | -19.6% | +5.8% | -13.8% |
| YTD | -4.2% | +17.2% | -21.4% | -4.1% |
| 1Y | +4.6% | +114.1% | -109.5% | +6.1% |
| All | +4.6% | +106.9% | -102.4% | +6.1% |
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