-20.0%
CPNG vs IONS
+39.5%
-59.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.8% | -2.9% |
| 7D | -6.3% | -5.3% | -1.0% | -5.6% |
| 30D | -8.7% | +0.3% | -9.0% | -8.8% |
| 3M | -2.4% | -22.9% | +20.4% | -0.3% |
| 6M | -22.3% | -23.4% | +1.1% | -20.7% |
| YTD | -37.2% | -28.3% | -8.9% | -35.3% |
| 1Y | -53.0% | -7.0% | -46.0% | -53.0% |
| 3Y | -20.0% | +37.6% | -57.6% | -25.5% |
| All | -20.0% | +39.5% | -59.6% | -25.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling