+64.0%
CVX vs IONS
-16.4%
+80.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.7% | -0.2% |
| 7D | -9.7% | -9.4% | -0.3% | -9.7% |
| 30D | +3.6% | -10.7% | +14.4% | +3.6% |
| 3M | +13.3% | -27.7% | +41.0% | +13.4% |
| 6M | +16.9% | -48.7% | +65.6% | +17.6% |
| YTD | +43.4% | -50.2% | +93.6% | +44.3% |
| 1Y | +44.5% | -46.8% | +91.3% | +45.1% |
| 3Y | +64.0% | -14.8% | +78.8% | +54.2% |
| All | +64.0% | -16.4% | +80.4% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling