+676.1%
SCCO vs IONS
-32.1%
+708.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.4% | -8.9% | -3.5% |
| 7D | -1.9% | -26.3% | +24.4% | +2.1% |
| 30D | -17.4% | -31.9% | +14.5% | -12.9% |
| 3M | -11.7% | -48.0% | +36.3% | -2.8% |
| 6M | -12.1% | -62.6% | +50.4% | +0.8% |
| YTD | +20.9% | -63.3% | +84.1% | +39.2% |
| 1Y | +31.3% | -58.4% | +89.7% | +48.1% |
| 3Y | +170.3% | -38.2% | +208.5% | +177.5% |
| 5Y | +240.8% | -11.1% | +251.9% | +218.1% |
| All | +676.1% | -32.1% | +708.2% | +664.5% |
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 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