+2,378.0%
CLX vs IONS
+440.4%
+1,937.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -9.2% | -4.8% | -4.4% | -9.1% |
| 30D | -11.0% | +7.2% | -18.2% | -11.3% |
| 3M | +5.0% | -22.7% | +27.7% | +5.8% |
| 6M | -18.8% | -26.9% | +8.1% | -18.1% |
| YTD | -4.4% | -26.6% | +22.2% | -3.6% |
| 1Y | -21.9% | -2.1% | -19.7% | -22.0% |
| 3Y | -32.8% | +43.4% | -76.2% | -34.2% |
| 5Y | -34.6% | +47.0% | -81.5% | -36.4% |
| 10Y | -4.7% | +97.2% | -101.9% | -10.0% |
| All | +2,378.0% | +440.4% | +1,937.6% | +1,919.8% |
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