-69.0%
AVAV vs LBRT
-25.0%
-44.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -11.2% | +2.9% | -7.4% |
| 7D | -10.1% | -25.3% | +15.2% | -8.2% |
| 30D | -18.7% | -32.9% | +14.2% | -16.6% |
| 3M | -33.0% | -33.3% | +0.3% | -31.4% |
| 6M | -37.2% | -61.0% | +23.8% | -34.1% |
| YTD | -53.2% | -28.0% | -25.2% | -57.5% |
| 1Y | -69.0% | -21.5% | -47.5% | -73.1% |
| All | -69.0% | -25.0% | -44.0% | -73.1% |
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