-25.8%
LBRT vs IONS
-59.8%
+34.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -9.1% | +5.7% | -3.4% |
| 7D | -15.7% | -30.3% | +14.6% | -15.6% |
| 30D | -34.3% | -37.7% | +3.5% | -33.9% |
| 3M | -40.6% | -50.5% | +9.9% | -40.2% |
| 6M | -62.0% | -62.8% | +0.8% | -61.1% |
| YTD | -31.6% | -64.4% | +32.7% | -28.7% |
| 1Y | -25.8% | -59.5% | +33.7% | -28.5% |
| All | -25.8% | -59.8% | +34.0% | -28.5% |
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