+4,171.7%
CVX vs IONS
+266.7%
+3,905.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.7% | -0.2% |
| 7D | -9.7% | -9.4% | -0.3% | -9.2% |
| 30D | +3.6% | -10.7% | +14.4% | +4.3% |
| 3M | +13.3% | -27.7% | +41.0% | +15.3% |
| 6M | +16.9% | -48.7% | +65.6% | +21.0% |
| YTD | +43.4% | -50.2% | +93.6% | +48.5% |
| 1Y | +44.5% | -46.8% | +91.3% | +49.0% |
| 3Y | +64.0% | -14.8% | +78.8% | +62.3% |
| 5Y | +126.4% | +17.0% | +109.4% | +117.6% |
| 10Y | +209.4% | +45.3% | +164.1% | +188.5% |
| All | +4,171.7% | +266.7% | +3,905.0% | +3,439.1% |
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 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