+265.9%
IONQ vs LBRT
+109.6%
+156.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.9% |
| 7D | +0.8% | +8.7% | -7.9% | -1.6% |
| 30D | -1.0% | +6.6% | -7.6% | -2.8% |
| 3M | -39.8% | -34.5% | -5.3% | -32.8% |
| 6M | +6.4% | -24.5% | +30.9% | +12.0% |
| YTD | -11.9% | +12.7% | -24.6% | -18.8% |
| 1Y | -6.2% | +94.8% | -101.0% | -27.3% |
| 3Y | +125.7% | +31.9% | +93.8% | +90.6% |
| 5Y | +296.0% | +111.8% | +184.2% | +197.0% |
| All | +265.9% | +109.6% | +156.3% | +161.9% |
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 2016-09-04 to 2026-09-04: 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling