+277.1%
LRCX vs IONS
-11.8%
+288.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +6.4% | -9.8% | -4.5% |
| 7D | +12.7% | -26.3% | +39.0% | +17.9% |
| 30D | -21.3% | -31.9% | +10.7% | -16.1% |
| 3M | -32.9% | -48.0% | +15.1% | -24.8% |
| 6M | -23.4% | -62.6% | +39.2% | -9.8% |
| YTD | +32.4% | -63.3% | +95.6% | +56.5% |
| 1Y | +48.0% | -58.4% | +106.4% | +69.9% |
| 3Y | +243.9% | -38.2% | +282.2% | +238.7% |
| All | +277.1% | -11.8% | +288.9% | +208.0% |
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