+75.7%
COPX vs IONS
-13.5%
+89.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.7% | -6.3% | -6.9% |
| 7D | -2.9% | -4.3% | +1.4% | -2.4% |
| 30D | 0.0% | +0.4% | -0.4% | -0.1% |
| 3M | +14.8% | -24.1% | +38.9% | +13.7% |
| 6M | +7.0% | -26.4% | +33.5% | +7.2% |
| YTD | +23.8% | -29.7% | +53.5% | +26.8% |
| 1Y | +75.7% | -13.0% | +88.7% | +76.4% |
| All | +75.7% | -13.5% | +89.2% | +76.4% |
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