+33.5%
LBRT vs IONS
+8.1%
+25.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +8.3% | -4.8% | +13.1% | +9.3% |
| 30D | +6.1% | +7.2% | -1.1% | +4.4% |
| 3M | -34.8% | -22.7% | -12.1% | -32.2% |
| 6M | -24.8% | -26.9% | +2.1% | -21.2% |
| YTD | +12.2% | -26.6% | +38.8% | +17.4% |
| 1Y | +94.0% | -2.1% | +96.1% | +90.0% |
| 3Y | +31.3% | +43.4% | -12.2% | +10.8% |
| 5Y | +111.8% | +47.0% | +64.8% | +70.2% |
| 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 all: 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…
all analysis · Full analysis span regression · 6 months rolling