+144.1%
CCEP vs IONS
-18.9%
+163.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.8% | -0.5% |
| 7D | -0.3% | -29.6% | +29.3% | +2.2% |
| 30D | +11.0% | -35.6% | +46.5% | +14.6% |
| 3M | +9.2% | -51.7% | +60.9% | +15.5% |
| 6M | +27.2% | -64.0% | +91.2% | +37.5% |
| YTD | +30.3% | -65.5% | +95.8% | +41.3% |
| 1Y | +28.7% | -62.4% | +91.1% | +38.3% |
| 3Y | +109.4% | -41.1% | +150.5% | +110.5% |
| 5Y | +144.1% | -16.5% | +160.5% | +126.6% |
| All | +144.1% | -18.9% | +163.0% | +126.6% |
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