-92.6%
LCID vs IONS
+43.7%
-136.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -6.6% | -4.8% | -1.7% | -5.8% |
| 30D | -30.1% | +7.2% | -37.3% | -31.0% |
| 3M | -17.6% | -22.7% | +5.1% | -15.1% |
| 6M | -54.4% | -26.9% | -27.5% | -52.6% |
| YTD | -55.7% | -26.6% | -29.2% | -54.0% |
| 1Y | -71.0% | -2.1% | -68.9% | -70.8% |
| All | -92.6% | +43.7% | -136.3% | -92.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling