+582.9%
CEG vs IONS
+2.2%
+580.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -21.4% | +31.8% | +12.3% |
| 7D | +7.3% | -24.8% | +32.2% | +9.7% |
| 30D | -7.4% | -31.5% | +24.2% | -4.4% |
| 3M | +2.5% | -45.2% | +47.6% | +8.2% |
| 6M | -8.8% | -59.1% | +50.3% | -1.6% |
| YTD | -21.5% | -60.8% | +39.3% | -15.1% |
| 1Y | -22.5% | -57.9% | +35.3% | -17.1% |
| 3Y | +133.3% | -34.5% | +167.8% | +126.9% |
| All | +582.9% | +2.2% | +580.7% | +569.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling