-9.9%
CCI vs IONS
+39.5%
-49.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.2% |
| 7D | +0.2% | -5.3% | +5.5% | +0.3% |
| 30D | +0.5% | +0.3% | +0.2% | +0.5% |
| 3M | -16.3% | -22.9% | +6.6% | -15.8% |
| 6M | -13.9% | -23.4% | +9.5% | -13.4% |
| YTD | -12.4% | -28.3% | +15.9% | -11.7% |
| 1Y | -15.2% | -7.0% | -8.2% | -15.1% |
| 3Y | -9.9% | +37.6% | -47.5% | -11.0% |
| All | -9.9% | +39.5% | -49.4% | -11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling