+193.1%
COPX vs IONS
+52.5%
+140.6%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.2% | +1.1% |
| 7D | +6.0% | -8.7% | +14.6% | +7.2% |
| 30D | +6.4% | -1.6% | +8.1% | +6.6% |
| 3M | +19.3% | -24.9% | +44.2% | +22.5% |
| 6M | +16.2% | -25.7% | +41.9% | +19.6% |
| YTD | +33.2% | -29.2% | +62.3% | +38.0% |
| 1Y | +90.2% | -13.0% | +103.2% | +91.6% |
| 3Y | +175.7% | +35.9% | +139.7% | +151.8% |
| 5Y | +193.1% | +54.5% | +138.6% | +164.3% |
| All | +193.1% | +52.5% | +140.6% | +164.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling