-7.9%
CAVA vs IONS
-2.1%
-5.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -9.2% | -4.8% | -4.4% | -9.5% |
| 30D | -8.2% | +7.2% | -15.4% | -7.7% |
| 3M | -15.3% | -22.7% | +7.4% | -16.6% |
| 6M | -23.6% | -26.9% | +3.3% | -25.2% |
| YTD | +3.5% | -26.6% | +30.1% | -0.4% |
| 1Y | -7.9% | -2.1% | -5.8% | -18.5% |
| All | -7.9% | -2.1% | -5.8% | -18.5% |
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