+5.9%
OXY vs IONS
+92.6%
-86.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +1.4% | -4.3% | +5.6% | +2.0% |
| 30D | +4.0% | +0.4% | +3.6% | +3.8% |
| 3M | +7.6% | -24.1% | +31.7% | +11.2% |
| 6M | +16.2% | -26.4% | +42.6% | +20.4% |
| YTD | +50.8% | -29.7% | +80.5% | +57.3% |
| 1Y | +34.7% | -13.0% | +47.7% | +35.3% |
| 3Y | -1.0% | +35.0% | -36.1% | -11.4% |
| 5Y | +163.2% | +54.2% | +109.0% | +121.8% |
| All | +5.9% | +92.6% | -86.7% | -3.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling