+207.0%
WPM vs LBRT
+28.1%
+179.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.3% | -0.3% |
| 7D | -3.6% | +9.2% | -12.8% | -4.0% |
| 30D | +1.4% | -27.5% | +29.0% | +3.0% |
| 3M | -0.2% | -37.9% | +37.7% | +2.1% |
| 6M | -7.3% | -60.7% | +53.4% | -2.8% |
| YTD | +12.3% | -28.5% | +40.8% | +12.9% |
| 1Y | +24.9% | -13.2% | +38.1% | +23.9% |
| 3Y | +210.4% | -28.8% | +239.1% | +208.7% |
| All | +207.0% | +28.1% | +179.0% | +185.0% |
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