+21,016.7%
CPRT vs IONS
+259.7%
+20,756.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.4% |
| 7D | -1.4% | -29.4% | +28.1% | +1.5% |
| 30D | +21.5% | -35.1% | +56.6% | +25.9% |
| 3M | +9.4% | -48.9% | +58.3% | +15.7% |
| 6M | -3.3% | -62.4% | +59.1% | +4.7% |
| YTD | -17.8% | -64.2% | +46.4% | -10.7% |
| 1Y | -22.2% | -60.9% | +38.7% | -16.2% |
| 3Y | -34.0% | -38.9% | +4.9% | -33.1% |
| 5Y | -15.4% | -15.6% | +0.1% | -17.8% |
| 10Y | +376.0% | -33.5% | +409.4% | +358.8% |
| All | +21,016.7% | +259.7% | +20,756.9% | +14,382.6% |
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 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