+61.3%
AMZN vs IONQ
+263.8%
-202.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -0.9% |
| 7D | +0.8% | +7.1% | -6.3% | -0.1% |
| 30D | -6.4% | -8.9% | +2.5% | -5.6% |
| 3M | +4.8% | -35.6% | +40.3% | +10.0% |
| 6M | +20.5% | +13.3% | +7.3% | +15.1% |
| YTD | +11.3% | -9.8% | +21.1% | +8.4% |
| 1Y | +9.0% | -1.3% | +10.3% | +2.2% |
| 3Y | +85.9% | +109.3% | -23.4% | +32.3% |
| 5Y | +45.8% | +304.7% | -258.9% | -23.5% |
| All | +61.3% | +263.8% | -202.5% | -15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling