+5,785.3%
CCEP vs IONS
+440.4%
+5,345.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -3.1% | -4.8% | +1.8% | -2.8% |
| 30D | -2.6% | +7.2% | -9.8% | -3.1% |
| 3M | +14.9% | -22.7% | +37.6% | +16.4% |
| 6M | +2.3% | -26.9% | +29.1% | +3.9% |
| YTD | +17.8% | -26.6% | +44.4% | +19.6% |
| 1Y | +24.2% | -2.1% | +26.3% | +23.7% |
| 3Y | +84.7% | +43.4% | +41.3% | +77.2% |
| 5Y | +103.2% | +47.0% | +56.2% | +92.9% |
| 10Y | +257.4% | +97.2% | +160.2% | +226.5% |
| All | +5,785.3% | +440.4% | +5,345.0% | +4,487.3% |
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