-62.0%
AVAV vs LBRT
-25.2%
-36.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +8.1% | +4.5% | +11.3% |
| 7D | +3.2% | -11.9% | +15.1% | +4.2% |
| 30D | -7.4% | -31.9% | +24.5% | -5.0% |
| 3M | -32.0% | -34.9% | +2.9% | -30.3% |
| 6M | -24.6% | -60.7% | +36.1% | -20.9% |
| YTD | -47.5% | -29.2% | -18.3% | -52.6% |
| All | -62.0% | -25.2% | -36.8% | -67.6% |
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