+2,786.7%
CLX vs IONS
+163.5%
+2,623.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | +7.8% | -29.4% | +37.2% | +8.9% |
| 30D | +28.5% | -35.1% | +63.7% | +30.3% |
| 3M | +1.3% | -48.9% | +50.2% | +3.5% |
| 6M | +23.4% | -62.4% | +85.8% | +27.2% |
| YTD | +11.4% | -64.2% | +75.6% | +15.0% |
| 1Y | +6.9% | -60.9% | +67.8% | +10.1% |
| 3Y | -9.8% | -38.9% | +29.1% | -9.1% |
| 5Y | -22.7% | -15.6% | -7.1% | -23.5% |
| 10Y | +28.7% | -33.5% | +62.2% | +26.3% |
| All | +2,786.7% | +163.5% | +2,623.2% | +2,308.8% |
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