+4,091.1%
CVX vs IONS
+440.4%
+3,650.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +3.3% | -4.8% | +8.2% | +3.6% |
| 30D | +12.9% | +7.2% | +5.7% | +12.4% |
| 3M | +11.7% | -22.7% | +34.4% | +13.1% |
| 6M | +14.1% | -26.9% | +41.0% | +15.8% |
| YTD | +40.7% | -26.6% | +67.3% | +42.6% |
| 1Y | +37.5% | -2.1% | +39.6% | +36.8% |
| 3Y | +43.9% | +43.4% | +0.5% | +38.1% |
| 5Y | +161.5% | +47.0% | +114.5% | +148.0% |
| 10Y | +215.1% | +97.2% | +117.9% | +188.6% |
| All | +4,091.1% | +440.4% | +3,650.8% | +3,297.5% |
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 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