+5.8%
CNP vs IONS
-61.6%
+67.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.5% | 0.0% |
| 7D | +2.5% | -29.6% | +32.1% | +3.5% |
| 30D | +4.0% | -35.6% | +39.6% | +5.4% |
| 3M | +1.6% | -51.7% | +53.3% | +4.2% |
| 6M | -1.7% | -64.0% | +62.3% | +2.3% |
| YTD | +8.6% | -65.5% | +74.1% | +12.4% |
| 1Y | +5.8% | -62.4% | +68.2% | +8.0% |
| All | +5.8% | -61.6% | +67.5% | +8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling