+172.5%
AAPL vs IONQ
+193.2%
-20.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +23.4% | -23.9% | -2.5% |
| 7D | -0.7% | +8.6% | -9.2% | -1.6% |
| 30D | +1.7% | -21.1% | +22.8% | +3.2% |
| 3M | +9.7% | -17.9% | +27.6% | +10.5% |
| 6M | +19.3% | -37.9% | +57.2% | +21.9% |
| YTD | +26.3% | -27.3% | +53.6% | +25.6% |
| 1Y | +27.4% | -43.2% | +70.6% | +28.8% |
| 3Y | +93.6% | +191.0% | -97.4% | +46.0% |
| 5Y | +131.7% | +69.3% | +62.4% | +59.0% |
| All | +172.5% | +193.2% | -20.7% | +72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling