-13.1%
CAVA vs IONS
-14.8%
+1.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.1% | +3.3% |
| 7D | -8.0% | -6.7% | -1.4% | -8.5% |
| 30D | -19.6% | -4.1% | -15.5% | -19.7% |
| 3M | -36.7% | -26.6% | -10.1% | -37.9% |
| 6M | -30.6% | -27.5% | -3.1% | -32.0% |
| YTD | -4.8% | -31.5% | +26.7% | -9.0% |
| 1Y | -13.1% | -15.3% | +2.2% | -23.2% |
| All | -13.1% | -14.8% | +1.7% | -23.2% |
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