+11.6%
CVNA vs IONS
+52.5%
-40.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.5% | -1.1% |
| 7D | -1.0% | -8.7% | +7.6% | +3.7% |
| 30D | -1.0% | -1.6% | +0.6% | -0.5% |
| 3M | +5.5% | -24.9% | +30.3% | +17.2% |
| 6M | +11.8% | -25.7% | +37.5% | +24.7% |
| YTD | -13.0% | -29.2% | +16.2% | -0.9% |
| 1Y | -2.1% | -13.0% | +10.9% | -3.3% |
| 3Y | +681.6% | +35.9% | +645.7% | +373.0% |
| 5Y | +11.6% | +54.5% | -42.9% | -36.5% |
| All | +11.6% | +52.5% | -40.9% | -36.5% |
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 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