+33.5%
LBRT vs IONS
+8.1%
+25.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +8.7% | -4.8% | +13.6% | +9.8% |
| 30D | +6.6% | +7.2% | -0.6% | +4.9% |
| 3M | -34.5% | -22.7% | -11.8% | -31.9% |
| 6M | -24.5% | -26.9% | +2.4% | -20.9% |
| YTD | +12.7% | -26.6% | +39.3% | +18.0% |
| 1Y | +94.8% | -2.1% | +97.0% | +90.9% |
| 3Y | +31.9% | +43.4% | -11.6% | +11.3% |
| 5Y | +111.8% | +47.0% | +64.8% | +70.1% |
| All | +33.5% | +8.1% | +25.4% | +12.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling