-53.4%
CPNG vs IONS
-14.8%
-38.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.6% | +5.7% | +3.4% |
| 7D | -1.1% | -6.7% | +5.6% | -0.3% |
| 30D | -7.4% | -4.1% | -3.2% | -6.7% |
| 3M | -12.3% | -26.6% | +14.2% | -11.5% |
| 6M | -19.4% | -27.5% | +8.1% | -18.9% |
| YTD | -35.9% | -31.5% | -4.4% | -34.4% |
| 1Y | -53.4% | -15.3% | -38.1% | -50.6% |
| All | -53.4% | -14.8% | -38.6% | -50.6% |
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