-24.5%
LBRT vs IONS
-59.1%
+34.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.8% | +3.3% |
| 7D | -1.9% | -29.4% | +27.5% | -2.0% |
| 30D | -32.0% | -35.1% | +3.1% | -31.8% |
| 3M | -39.7% | -48.9% | +9.2% | -39.4% |
| 6M | -61.1% | -62.4% | +1.3% | -60.3% |
| YTD | -29.4% | -64.2% | +34.8% | -26.6% |
| 1Y | -24.5% | -60.9% | +36.4% | -25.9% |
| All | -24.5% | -59.1% | +34.7% | -25.9% |
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