+85.4%
IONS vs XPO
+1,517.7%
-1,432.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.4% |
| 7D | -4.3% | -1.3% | -2.9% | -4.0% |
| 30D | +0.4% | -10.4% | +10.8% | +2.6% |
| 3M | -24.1% | -15.7% | -8.4% | -21.7% |
| 6M | -26.4% | -6.3% | -20.1% | -26.2% |
| YTD | -29.7% | +34.2% | -63.8% | -35.0% |
| 1Y | -13.0% | +39.9% | -53.0% | -20.8% |
| 3Y | +35.0% | +155.2% | -120.2% | +2.7% |
| 5Y | +54.2% | +264.7% | -210.5% | +2.2% |
| All | +85.4% | +1,517.7% | -1,432.3% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded XPO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling