+215.4%
IONQ vs ACI
+15.6%
+199.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -2.7% |
| 7D | +15.3% | -5.3% | +20.6% | +15.1% |
| 30D | -6.1% | +5.0% | -11.1% | -5.9% |
| 3M | -21.6% | +7.5% | -29.1% | -21.4% |
| 6M | -40.1% | -16.0% | -24.1% | -40.1% |
| YTD | -24.1% | -20.6% | -3.4% | -24.0% |
| 1Y | -37.4% | -23.5% | -13.9% | -37.2% |
| 3Y | +219.5% | -32.1% | +251.6% | +220.9% |
| 5Y | +76.9% | -42.5% | +119.4% | +77.7% |
| All | +215.4% | +15.6% | +199.8% | +221.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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