+29.9%
AAPL vs IONQ
-47.0%
+76.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.5% | +6.8% | +5.3% |
| 7D | +1.7% | -8.9% | +10.6% | +1.8% |
| 30D | +5.0% | -31.3% | +36.2% | +5.6% |
| 3M | +13.1% | -29.2% | +42.3% | +13.5% |
| 6M | +26.5% | -35.4% | +61.9% | +27.6% |
| YTD | +28.9% | -34.2% | +63.1% | +28.1% |
| 1Y | +29.9% | -44.7% | +74.6% | +29.4% |
| All | +29.9% | -47.0% | +76.9% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IONQ.
Daily Out/Under-Performance
Portfolio return minus IONQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONQ 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 IONQ 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