-88.0%
CDE vs IONS
+421.1%
-509.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.9% | +1.8% |
| 7D | -2.0% | -8.7% | +6.7% | -1.1% |
| 30D | +15.7% | -1.6% | +17.3% | +15.9% |
| 3M | +30.5% | -24.9% | +55.4% | +33.5% |
| 6M | -7.4% | -25.7% | +18.3% | -5.2% |
| YTD | +17.9% | -29.2% | +47.1% | +21.5% |
| 1Y | +46.7% | -13.0% | +59.7% | +48.0% |
| 3Y | +851.3% | +35.9% | +815.4% | +804.5% |
| 5Y | +202.9% | +54.5% | +148.4% | +183.4% |
| 10Y | +58.2% | +93.1% | -34.9% | +39.8% |
| All | -88.0% | +421.1% | -509.1% | -90.9% |
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