+460.5%
LRCX vs IONS
+52.5%
+408.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.2% |
| 7D | +9.5% | -8.7% | +18.2% | +11.5% |
| 30D | +3.1% | -1.6% | +4.7% | +3.2% |
| 3M | -3.4% | -24.9% | +21.5% | +0.3% |
| 6M | +49.7% | -25.7% | +75.3% | +55.7% |
| YTD | +84.9% | -29.2% | +114.0% | +94.5% |
| 1Y | +200.8% | -13.0% | +213.8% | +200.8% |
| 3Y | +385.1% | +35.9% | +349.1% | +306.4% |
| 5Y | +460.5% | +54.5% | +406.0% | +330.5% |
| All | +460.5% | +52.5% | +408.0% | +330.5% |
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