+27.6%
CAVA vs IONS
+32.8%
-5.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.1% | +3.6% |
| 7D | -8.0% | -6.7% | -1.4% | -7.6% |
| 30D | -19.6% | -4.1% | -15.5% | -19.4% |
| 3M | -36.7% | -26.6% | -10.1% | -35.9% |
| 6M | -30.6% | -27.5% | -3.1% | -29.7% |
| YTD | -4.8% | -31.5% | +26.7% | -3.4% |
| 1Y | -13.1% | -15.3% | +2.2% | -13.9% |
| 3Y | +48.8% | +31.3% | +17.5% | +35.3% |
| All | +27.6% | +32.8% | -5.2% | +12.6% |
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