+197,696.5%
LRCX vs IONS
+440.4%
+197,256.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.1% |
| 7D | +1.9% | -4.8% | +6.8% | +2.7% |
| 30D | +0.1% | +7.2% | -7.1% | -1.1% |
| 3M | -8.5% | -22.7% | +14.2% | -5.9% |
| 6M | +38.1% | -26.9% | +64.9% | +43.2% |
| YTD | +80.1% | -26.6% | +106.6% | +86.6% |
| 1Y | +208.1% | -2.1% | +210.2% | +204.6% |
| 3Y | +350.2% | +43.4% | +306.8% | +307.8% |
| 5Y | +430.7% | +47.0% | +383.7% | +371.3% |
| 10Y | +3,633.2% | +97.2% | +3,536.0% | +2,934.7% |
| All | +197,696.5% | +440.4% | +197,256.1% | +95,783.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling