+31.0%
AAPL vs IONQ
-41.6%
+72.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.4% | +6.8% | +0.5% |
| 7D | +4.1% | -11.5% | +15.6% | +4.3% |
| 30D | +4.0% | -8.1% | +12.0% | +4.1% |
| 3M | +16.8% | -35.8% | +52.6% | +17.6% |
| 6M | +19.4% | -47.7% | +67.1% | +21.4% |
| YTD | +31.5% | -35.6% | +67.1% | +30.5% |
| 1Y | +31.0% | -36.4% | +67.4% | +30.0% |
| All | +31.0% | -41.6% | +72.6% | +30.0% |
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