+8.5%
CRCL vs IONS
+58.9%
-50.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.9% |
| 7D | -12.5% | -4.3% | -8.2% | -12.8% |
| 30D | +26.9% | +0.4% | +26.5% | +26.8% |
| 3M | +14.4% | -24.1% | +38.5% | +13.9% |
| 6M | -23.5% | -26.4% | +2.9% | -24.4% |
| YTD | +13.9% | -29.7% | +43.6% | +11.2% |
| 1Y | -20.6% | -13.0% | -7.5% | -19.3% |
| All | +8.5% | +58.9% | -50.4% | +56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling