+6,362.4%
CCEP vs IONS
+266.7%
+6,095.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.1% |
| 7D | +2.6% | -9.4% | +12.0% | +3.2% |
| 30D | +15.1% | -10.7% | +25.9% | +15.9% |
| 3M | +7.3% | -27.7% | +34.9% | +9.3% |
| 6M | +23.4% | -48.7% | +72.1% | +28.2% |
| YTD | +29.4% | -50.2% | +79.6% | +34.5% |
| 1Y | +34.2% | -46.8% | +81.0% | +38.9% |
| 3Y | +108.4% | -14.8% | +123.2% | +106.7% |
| 5Y | +147.3% | +17.0% | +130.2% | +138.2% |
| 10Y | +301.3% | +45.3% | +256.0% | +274.1% |
| All | +6,362.4% | +266.7% | +6,095.7% | +5,057.5% |
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