+67.9%
AMZN vs IONQ
+177.4%
-109.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.4% | +9.9% | +1.7% |
| 7D | +2.8% | +16.8% | -14.0% | +0.2% |
| 30D | +3.4% | -11.1% | +14.6% | +4.3% |
| 3M | +0.1% | -31.7% | +31.8% | +4.0% |
| 6M | +0.6% | -44.8% | +45.4% | +6.2% |
| YTD | +15.9% | -31.2% | +47.1% | +15.9% |
| 1Y | +9.5% | -39.1% | +48.7% | +10.5% |
| 3Y | +86.3% | +189.5% | -103.2% | +22.7% |
| 5Y | +51.7% | +53.2% | -1.4% | -12.2% |
| All | +67.9% | +177.4% | -109.5% | -9.8% |
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