-21.5%
LBRT vs IONS
-44.5%
+23.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -0.7% | -10.5% | -11.2% |
| 7D | -25.3% | -10.6% | -14.7% | -24.9% |
| 30D | -32.9% | -7.7% | -25.2% | -32.5% |
| 3M | -33.3% | -27.1% | -6.2% | -32.8% |
| 6M | -61.0% | -46.8% | -14.2% | -59.9% |
| YTD | -28.0% | -49.2% | +21.2% | -24.6% |
| 1Y | -21.5% | -44.9% | +23.4% | -22.3% |
| All | -21.5% | -44.5% | +23.0% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 1y: compounded portfolio wealth divided by compounded IONS 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…
1y analysis · Full analysis span regression · 6 months rolling