-14.1%
AVAV vs LBRT
-41.2%
+27.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -13.7% | +3.8% | -7.8% |
| 7D | -24.3% | -34.8% | +10.5% | -19.7% |
| 30D | -28.9% | -43.6% | +14.7% | -23.3% |
| 3M | -39.3% | -41.2% | +2.0% | -35.0% |
| 6M | -38.8% | -66.1% | +27.3% | -30.2% |
| YTD | -57.8% | -37.9% | -19.9% | -56.9% |
| 1Y | -70.9% | -33.9% | -37.0% | -70.6% |
| All | -14.1% | -41.2% | +27.1% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling