+4,143.8%
CVX vs IONS
+162.2%
+3,981.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.1% | +9.3% | +0.7% |
| 7D | -6.2% | -30.3% | +24.0% | -4.4% |
| 30D | -0.4% | -37.7% | +37.4% | +2.3% |
| 3M | +9.3% | -50.5% | +59.8% | +13.6% |
| 6M | +18.4% | -62.8% | +81.2% | +24.7% |
| YTD | +42.5% | -64.4% | +106.8% | +50.3% |
| 1Y | +41.0% | -59.5% | +100.5% | +47.5% |
| 3Y | +67.5% | -39.2% | +106.7% | +68.9% |
| 5Y | +126.1% | -15.3% | +141.5% | +121.1% |
| 10Y | +198.8% | -31.2% | +229.9% | +190.4% |
| All | +4,143.8% | +162.2% | +3,981.5% | +3,480.0% |
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