+1.4%
CCL vs IONS
+47.7%
-46.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -5.0% | -4.8% | -0.2% | -3.6% |
| 30D | -20.3% | +7.2% | -27.5% | -22.2% |
| 3M | -15.1% | -22.7% | +7.5% | -10.3% |
| 6M | -15.1% | -26.9% | +11.8% | -8.4% |
| YTD | -21.8% | -26.6% | +4.8% | -15.8% |
| 1Y | -24.8% | -2.1% | -22.7% | -27.0% |
| 3Y | +51.9% | +43.4% | +8.4% | +16.1% |
| All | +1.4% | +47.7% | -46.3% | -28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling