+5,856.3%
LSCC vs IONS
+260.9%
+5,595.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -3.4% | -5.2% | -8.0% |
| 7D | -4.8% | -12.6% | +7.8% | -2.6% |
| 30D | -27.1% | -11.8% | -15.3% | -25.5% |
| 3M | -23.6% | -28.4% | +4.8% | -19.2% |
| 6M | -19.8% | -48.4% | +28.6% | -11.3% |
| YTD | +33.2% | -51.0% | +84.2% | +48.7% |
| 1Y | +55.2% | -48.0% | +103.3% | +71.2% |
| 3Y | +70.1% | -17.8% | +87.9% | +69.4% |
| 5Y | +19.5% | +15.2% | +4.4% | +11.0% |
| 10Y | +1,164.9% | +43.0% | +1,121.9% | +965.9% |
| All | +5,856.3% | +260.9% | +5,595.3% | +2,782.7% |
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