-74.6%
LCID vs IONS
-5.1%
-69.5%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -6.6% | -4.8% | -1.7% | -5.0% |
| 30D | -30.1% | +7.2% | -37.3% | -32.0% |
| 3M | -17.6% | -22.7% | +5.1% | -15.2% |
| 6M | -54.4% | -26.9% | -27.5% | -51.4% |
| YTD | -55.7% | -26.6% | -29.2% | -53.4% |
| All | -74.6% | -5.1% | -69.5% | -75.1% |
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 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