+260.8%
WPM vs LBRT
+115.1%
+145.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.5% | -1.1% |
| 7D | +1.1% | +8.7% | -7.7% | +0.7% |
| 30D | +26.4% | +6.6% | +19.7% | +25.8% |
| 3M | +20.8% | -34.5% | +55.3% | +23.3% |
| 6M | +1.1% | -24.5% | +25.6% | +2.1% |
| YTD | +32.5% | +12.7% | +19.7% | +30.4% |
| 1Y | +51.5% | +94.8% | -43.3% | +43.2% |
| 3Y | +267.0% | +31.9% | +235.2% | +251.3% |
| All | +260.8% | +115.1% | +145.7% | +236.7% |
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 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