+62.2%
AMZN vs IONQ
+255.2%
-193.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -0.3% |
| 7D | -3.0% | +0.8% | -3.8% | -3.1% |
| 30D | -5.2% | -1.0% | -4.2% | -5.5% |
| 3M | +1.9% | -39.8% | +41.7% | +7.7% |
| 6M | +19.2% | +6.4% | +12.8% | +14.8% |
| YTD | +12.0% | -11.9% | +23.9% | +9.4% |
| 1Y | +9.7% | -6.2% | +15.8% | +3.6% |
| 3Y | +87.2% | +125.7% | -38.5% | +30.6% |
| 5Y | +48.7% | +296.0% | -247.3% | -21.8% |
| All | +62.2% | +255.2% | -193.0% | -14.8% |
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 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