-23.2%
LBRT vs IONS
-55.7%
+32.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -21.4% | +29.5% | +7.9% |
| 7D | -11.9% | -24.8% | +12.9% | -11.8% |
| 30D | -31.9% | -31.5% | -0.4% | -31.6% |
| 3M | -34.9% | -45.2% | +10.3% | -34.4% |
| 6M | -60.7% | -59.1% | -1.6% | -59.7% |
| YTD | -29.2% | -60.8% | +31.6% | -26.3% |
| All | -23.2% | -55.7% | +32.6% | -26.0% |
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 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