-36.2%
AVAV vs LBRT
+101.6%
-137.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.8% |
| 7D | -2.2% | +8.7% | -11.0% | -2.8% |
| 30D | -13.9% | +6.6% | -20.5% | -14.2% |
| 3M | -29.2% | -34.5% | +5.2% | -28.4% |
| 6M | -36.1% | -24.5% | -11.6% | -36.5% |
| YTD | -40.2% | +12.7% | -52.9% | -42.6% |
| 1Y | -36.2% | +94.8% | -131.1% | -39.6% |
| All | -36.2% | +101.6% | -137.8% | -39.6% |
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