+22,034.1%
CPRT vs IONS
+637.7%
+21,396.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +2.2% | -4.8% | +7.1% | +2.6% |
| 30D | +16.6% | +7.2% | +9.4% | +15.8% |
| 3M | +9.6% | -22.7% | +32.3% | +11.7% |
| 6M | -11.1% | -26.9% | +15.8% | -9.0% |
| YTD | -13.9% | -26.6% | +12.7% | -11.9% |
| 1Y | -32.5% | -2.1% | -30.4% | -33.0% |
| 3Y | -25.0% | +43.4% | -68.5% | -29.5% |
| 5Y | -7.4% | +47.0% | -54.4% | -14.1% |
| 10Y | +422.0% | +97.2% | +324.8% | +357.7% |
| All | +22,034.1% | +637.7% | +21,396.5% | +14,190.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling