+67.5%
AMZN vs IONQ
+217.7%
-150.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.3% | -5.4% | +1.8% |
| 7D | +8.7% | +25.5% | -16.8% | +4.9% |
| 30D | +1.7% | -11.4% | +13.1% | +2.6% |
| 3M | -2.8% | -20.5% | +17.7% | -1.0% |
| 6M | -2.1% | -28.2% | +26.1% | -0.4% |
| YTD | +15.6% | -21.2% | +36.9% | +13.7% |
| 1Y | +9.2% | -40.4% | +49.6% | +10.7% |
| 3Y | +89.9% | +214.7% | -124.8% | +24.1% |
| 5Y | +49.3% | +56.9% | -7.6% | -14.4% |
| All | +67.5% | +217.7% | -150.1% | -11.5% |
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