+62.7%
AMZN vs IONQ
+193.2%
-130.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +23.4% | -23.8% | -3.5% |
| 7D | +7.9% | +8.6% | -0.7% | +6.2% |
| 30D | -0.2% | -21.1% | +20.9% | +2.2% |
| 3M | -4.8% | -17.9% | +13.1% | -3.5% |
| 6M | -5.7% | -37.9% | +32.2% | -2.2% |
| YTD | +12.3% | -27.3% | +39.6% | +11.6% |
| 1Y | +6.7% | -43.2% | +49.9% | +8.8% |
| 3Y | +85.6% | +191.0% | -105.4% | +22.6% |
| 5Y | +47.4% | +69.3% | -21.9% | -15.7% |
| All | +62.7% | +193.2% | -130.5% | -13.1% |
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