+36.8%
CCEP vs IONS
-44.5%
+81.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.7% | +4.5% | +3.9% |
| 7D | +4.2% | -10.6% | +14.8% | +4.6% |
| 30D | +14.2% | -7.7% | +21.9% | +14.4% |
| 3M | +9.1% | -27.1% | +36.2% | +10.0% |
| 6M | +26.9% | -46.8% | +73.6% | +29.1% |
| YTD | +29.1% | -49.2% | +78.3% | +31.8% |
| 1Y | +36.8% | -44.9% | +81.7% | +37.4% |
| All | +36.8% | -44.5% | +81.3% | +37.4% |
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