+29.3%
CLX vs IONS
-27.6%
+57.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -9.1% | +10.1% | +1.4% |
| 7D | +13.6% | -30.3% | +43.9% | +15.1% |
| 30D | +29.1% | -37.7% | +66.8% | +31.4% |
| 3M | +1.6% | -50.5% | +52.1% | +4.5% |
| 6M | +18.7% | -62.8% | +81.5% | +23.4% |
| YTD | +11.1% | -64.4% | +75.5% | +15.7% |
| 1Y | +7.0% | -59.5% | +66.5% | +10.8% |
| 3Y | -10.0% | -39.2% | +29.2% | -9.0% |
| 5Y | -22.6% | -15.3% | -7.3% | -23.4% |
| 10Y | +29.3% | -31.2% | +60.5% | +27.4% |
| All | +29.3% | -27.6% | +57.0% | +27.4% |
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