+265.9%
IONQ vs ACN
-21.6%
+287.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.3% | +4.6% | +3.4% |
| 7D | +0.8% | -1.5% | +2.3% | +1.7% |
| 30D | -1.0% | +9.4% | -10.4% | -6.7% |
| 3M | -39.8% | +5.6% | -45.5% | -44.1% |
| 6M | +6.4% | -9.3% | +15.7% | +9.3% |
| YTD | -11.9% | -29.0% | +17.0% | +11.9% |
| 1Y | -6.2% | -24.7% | +18.5% | +9.9% |
| 3Y | +125.7% | -39.8% | +165.5% | +217.0% |
| 5Y | +296.0% | -40.9% | +336.9% | +473.4% |
| All | +265.9% | -21.6% | +287.5% | +384.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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