+1,080.4%
CCI vs IONS
+240.9%
+839.5%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -2.8% |
| 7D | -0.1% | -9.4% | +9.3% | +1.3% |
| 30D | +28.4% | -10.7% | +39.1% | +30.4% |
| 3M | +20.0% | -27.7% | +47.6% | +25.3% |
| 6M | +0.8% | -48.7% | +49.5% | +9.8% |
| YTD | +3.6% | -50.2% | +53.8% | +13.1% |
| 1Y | +6.1% | -46.8% | +52.9% | +14.5% |
| 3Y | +7.2% | -14.8% | +22.0% | +4.7% |
| 5Y | -37.0% | +17.0% | -54.0% | -42.7% |
| 10Y | +54.2% | +45.3% | +8.9% | +24.8% |
| All | +1,080.4% | +240.9% | +839.5% | +319.0% |
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 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