+46.9%
CVX vs IONS
-60.0%
+106.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.4% | -4.8% | +1.9% |
| 7D | +3.4% | -26.3% | +29.7% | +2.2% |
| 30D | -1.0% | -31.9% | +31.0% | -2.7% |
| 3M | +12.2% | -48.0% | +60.2% | +8.2% |
| 6M | +20.3% | -62.6% | +82.9% | +16.0% |
| YTD | +48.3% | -63.3% | +111.6% | +44.6% |
| 1Y | +46.9% | -58.4% | +105.3% | +43.1% |
| All | +46.9% | -60.0% | +106.9% | +43.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling