-37.2%
AVAV vs LBRT
-59.8%
+22.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -11.2% | +2.9% | -7.7% |
| 7D | -10.1% | -25.3% | +15.2% | -9.2% |
| 30D | -18.7% | -32.9% | +14.2% | -18.0% |
| 3M | -33.0% | -33.3% | +0.3% | -32.6% |
| 6M | -37.2% | -61.0% | +23.8% | -42.3% |
| All | -37.2% | -59.8% | +22.6% | -42.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling