-19.5%
CAVA vs IONS
-61.6%
+42.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.4% | -4.9% | +1.8% |
| 7D | -1.6% | -26.3% | +24.7% | -3.4% |
| 30D | +12.9% | -31.9% | +44.8% | +10.7% |
| 3M | -19.3% | -48.0% | +28.7% | -21.7% |
| 6M | -19.5% | -62.6% | +43.1% | -20.8% |
| All | -19.5% | -61.6% | +42.1% | -20.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling