+2,600.3%
CLX vs IONS
+266.7%
+2,333.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.2% |
| 7D | +13.6% | -9.4% | +23.0% | +14.0% |
| 30D | +23.4% | -10.7% | +34.1% | +23.8% |
| 3M | -2.8% | -27.7% | +24.8% | -1.8% |
| 6M | +14.0% | -48.7% | +62.7% | +16.5% |
| YTD | +4.2% | -50.2% | +54.3% | +6.5% |
| 1Y | -1.2% | -46.8% | +45.6% | +0.8% |
| 3Y | -12.7% | -14.8% | +2.2% | -12.9% |
| 5Y | -26.5% | +17.0% | -43.5% | -28.0% |
| 10Y | +20.2% | +45.3% | -25.1% | +14.8% |
| All | +2,600.3% | +266.7% | +2,333.6% | +2,130.8% |
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