+335.5%
CCEP vs IONS
-29.6%
+365.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | +1.8% | -29.4% | +31.2% | +5.6% |
| 30D | +12.2% | -35.1% | +47.3% | +17.5% |
| 3M | +10.7% | -48.9% | +59.5% | +19.1% |
| 6M | +27.5% | -62.4% | +89.9% | +41.5% |
| YTD | +31.3% | -64.2% | +95.5% | +46.4% |
| 1Y | +29.9% | -60.9% | +90.8% | +43.1% |
| 3Y | +111.1% | -38.9% | +150.0% | +113.4% |
| 5Y | +142.3% | -15.6% | +157.9% | +127.4% |
| 10Y | +335.5% | -33.5% | +368.9% | +320.8% |
| All | +335.5% | -29.6% | +365.1% | +320.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling