+895.8%
CCI vs IONS
+402.4%
+493.4%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | -0.4% | -4.8% | +4.4% | +0.3% |
| 30D | +2.7% | +7.2% | -4.5% | +1.5% |
| 3M | -18.2% | -22.7% | +4.5% | -15.9% |
| 6M | -14.8% | -26.9% | +12.1% | -11.7% |
| YTD | -12.6% | -26.6% | +14.0% | -9.6% |
| 1Y | -16.7% | -2.1% | -14.6% | -17.7% |
| 3Y | -10.5% | +43.4% | -53.9% | -19.1% |
| 5Y | -51.4% | +47.0% | -98.4% | -57.2% |
| 10Y | +20.0% | +97.2% | -77.1% | -7.0% |
| All | +895.8% | +402.4% | +493.4% | +234.9% |
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