-92.0%
CDE vs IONS
+170.3%
-262.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.4% | -8.6% | -2.9% |
| 7D | -9.6% | -26.3% | +16.6% | -7.2% |
| 30D | -6.7% | -31.9% | +25.3% | -3.4% |
| 3M | -24.2% | -48.0% | +23.8% | -19.5% |
| 6M | -29.1% | -62.6% | +33.5% | -22.6% |
| YTD | -21.5% | -63.3% | +41.8% | -14.0% |
| 1Y | -7.4% | -58.4% | +51.0% | +0.2% |
| 3Y | +596.3% | -38.2% | +634.5% | +614.3% |
| 5Y | +95.7% | -11.1% | +106.8% | +93.1% |
| 10Y | +53.0% | -31.7% | +84.7% | +49.3% |
| All | -92.0% | +170.3% | -262.4% | -93.6% |
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