+109.8%
LBRT vs IONS
+47.7%
+62.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +8.7% | -4.8% | +13.6% | +9.3% |
| 30D | +6.6% | +7.2% | -0.6% | +5.5% |
| 3M | -34.5% | -22.7% | -11.8% | -32.8% |
| 6M | -24.5% | -26.9% | +2.4% | -22.1% |
| YTD | +12.7% | -26.6% | +39.3% | +16.2% |
| 1Y | +94.8% | -2.1% | +97.0% | +92.5% |
| 3Y | +31.9% | +43.4% | -11.6% | +16.7% |
| All | +109.8% | +47.7% | +62.1% | +81.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling