+38.8%
CAVA vs IONS
+42.3%
-3.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -9.2% | -4.8% | -4.4% | -9.0% |
| 30D | -8.2% | +7.2% | -15.4% | -8.6% |
| 3M | -15.3% | -22.7% | +7.4% | -14.5% |
| 6M | -23.6% | -26.9% | +3.3% | -22.5% |
| YTD | +3.5% | -26.6% | +30.1% | +4.6% |
| 1Y | -7.9% | -2.1% | -5.8% | -9.8% |
| 3Y | +38.7% | +43.4% | -4.8% | +25.7% |
| All | +38.8% | +42.3% | -3.6% | +21.9% |
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