-97.6%
LCID vs IONS
+47.7%
-145.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -6.6% | -4.8% | -1.7% | -5.2% |
| 30D | -30.1% | +7.2% | -37.3% | -31.7% |
| 3M | -17.6% | -22.7% | +5.1% | -12.9% |
| 6M | -54.4% | -26.9% | -27.5% | -50.9% |
| YTD | -55.7% | -26.6% | -29.2% | -52.4% |
| 1Y | -71.0% | -2.1% | -68.9% | -71.3% |
| 3Y | -92.6% | +43.4% | -136.1% | -94.0% |
| All | -97.6% | +47.7% | -145.4% | -98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling