+69.6%
LSCC vs IONS
-44.5%
+114.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +1.9% | +1.3% |
| 7D | +3.0% | -10.6% | +13.5% | +4.1% |
| 30D | -19.3% | -7.7% | -11.6% | -18.6% |
| 3M | -22.3% | -27.1% | +4.8% | -20.1% |
| 6M | -14.6% | -46.8% | +32.2% | -14.8% |
| YTD | +45.8% | -49.2% | +95.0% | +46.9% |
| 1Y | +69.6% | -44.9% | +114.5% | +72.2% |
| All | +69.6% | -44.5% | +114.2% | +72.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling