+19.6%
AVAV vs LBRT
+6.0%
+13.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +5.4% | +5.1% | +9.5% |
| 7D | -10.6% | -29.1% | +18.6% | -5.2% |
| 30D | -18.8% | -38.4% | +19.6% | -12.1% |
| 3M | -34.1% | -40.1% | +5.9% | -28.5% |
| 6M | -35.3% | -62.9% | +27.6% | -24.9% |
| YTD | -53.4% | -34.5% | -18.9% | -52.0% |
| 1Y | -65.6% | -30.2% | -35.4% | -65.2% |
| 3Y | -5.1% | -37.5% | +32.4% | -6.3% |
| All | +19.6% | +6.0% | +13.6% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling