-70.2%
CPNG vs IONS
+6.0%
-76.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | -5.4% | -4.3% | -1.1% | -4.3% |
| 30D | -11.1% | +0.4% | -11.5% | -11.2% |
| 3M | -3.0% | -24.1% | +21.1% | +2.8% |
| 6M | -23.5% | -26.4% | +2.9% | -18.4% |
| YTD | -37.8% | -29.7% | -8.2% | -32.9% |
| 1Y | -54.3% | -13.0% | -41.3% | -53.9% |
| 3Y | -20.8% | +35.0% | -55.8% | -36.5% |
| 5Y | -51.1% | +54.2% | -105.3% | -64.7% |
| All | -70.2% | +6.0% | -76.2% | -78.4% |
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 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