+518.2%
CEG vs IONS
+29.9%
+488.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.6% | +2.7% | +4.1% |
| 7D | -4.7% | -9.4% | +4.7% | -3.7% |
| 30D | -16.6% | -10.7% | -5.8% | -15.5% |
| 3M | -4.1% | -27.7% | +23.5% | -0.7% |
| 6M | -22.3% | -48.7% | +26.4% | -17.4% |
| YTD | -28.9% | -50.2% | +21.2% | -24.4% |
| 1Y | -28.5% | -46.8% | +18.3% | -24.6% |
| 3Y | +104.3% | -14.8% | +119.1% | +94.5% |
| All | +518.2% | +29.9% | +488.3% | +496.6% |
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