-80.4%
LCID vs IONS
-61.6%
-18.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -3.6% | -7.7% | -10.5% |
| 7D | +9.2% | -29.6% | +38.8% | +16.3% |
| 30D | -3.0% | -35.6% | +32.6% | +7.1% |
| 3M | -50.2% | -51.7% | +1.5% | -39.5% |
| 6M | -45.8% | -64.0% | +18.1% | -31.9% |
| YTD | -69.2% | -65.5% | -3.7% | -61.2% |
| 1Y | -80.4% | -62.4% | -18.0% | -77.2% |
| All | -80.4% | -61.6% | -18.7% | -77.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling