+51.8%
AVAV vs LBRT
+25.4%
+26.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.8% | -1.9% |
| 7D | -2.2% | +8.3% | -10.5% | -3.3% |
| 30D | -13.9% | +6.1% | -20.1% | -14.6% |
| 3M | -29.2% | -34.8% | +5.5% | -25.6% |
| 6M | -36.1% | -24.8% | -11.3% | -34.9% |
| YTD | -40.2% | +12.2% | -52.4% | -43.5% |
| 1Y | -36.2% | +94.0% | -130.2% | -46.2% |
| All | +51.8% | +25.4% | +26.4% | +33.1% |
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 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