+565.8%
COPX vs IONS
+92.6%
+473.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.7% | -6.3% | -6.9% |
| 7D | -2.9% | -4.3% | +1.4% | -2.2% |
| 30D | 0.0% | +0.4% | -0.4% | -0.1% |
| 3M | +14.8% | -24.1% | +38.9% | +18.9% |
| 6M | +7.0% | -26.4% | +33.5% | +11.5% |
| YTD | +23.8% | -29.7% | +53.5% | +30.1% |
| 1Y | +75.7% | -13.0% | +88.7% | +77.4% |
| 3Y | +156.4% | +35.0% | +121.4% | +129.6% |
| 5Y | +167.6% | +54.2% | +113.4% | +126.3% |
| All | +565.8% | +92.6% | +473.2% | +426.9% |
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