-87.9%
CDE vs IONS
+440.4%
-528.3%
-99.3%
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% | -1.9% |
| 7D | +0.5% | -4.8% | +5.4% | +1.0% |
| 30D | +21.9% | +7.2% | +14.7% | +21.0% |
| 3M | +14.9% | -22.7% | +37.6% | +17.2% |
| 6M | -10.5% | -26.9% | +16.4% | -8.2% |
| YTD | +19.3% | -26.6% | +45.8% | +22.4% |
| 1Y | +50.8% | -2.1% | +52.9% | +50.4% |
| 3Y | +782.3% | +43.4% | +738.9% | +734.4% |
| 5Y | +191.7% | +47.0% | +144.7% | +174.0% |
| 10Y | +57.6% | +97.2% | -39.6% | +39.1% |
| All | -87.9% | +440.4% | -528.3% | -90.8% |
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