+1,090.4%
CCI vs IONS
+143.8%
+946.6%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.1% | +10.8% | +3.0% |
| 7D | +3.2% | -30.3% | +33.5% | +8.2% |
| 30D | +12.2% | -37.7% | +49.9% | +19.4% |
| 3M | +23.1% | -50.5% | +73.6% | +35.2% |
| 6M | +1.3% | -62.8% | +64.0% | +14.9% |
| YTD | +4.5% | -64.4% | +68.8% | +19.1% |
| 1Y | +2.3% | -59.5% | +61.8% | +14.4% |
| 3Y | +9.8% | -39.2% | +49.0% | +12.0% |
| 5Y | -36.5% | -15.3% | -21.2% | -39.8% |
| 10Y | +64.7% | -31.2% | +95.8% | +49.8% |
| All | +1,090.4% | +143.8% | +946.6% | +341.3% |
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