+52.8%
IONQ vs BHP
+120.8%
-68.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.7% | +21.8% | +22.1% |
| 7D | +8.6% | +0.9% | +7.7% | +7.9% |
| 30D | -21.1% | -6.3% | -14.8% | -16.8% |
| 3M | -17.9% | -7.1% | -10.7% | -12.9% |
| 6M | -37.9% | -3.2% | -34.8% | -35.8% |
| YTD | -27.3% | +37.9% | -65.2% | -41.9% |
| 1Y | -43.2% | +49.7% | -92.9% | -57.4% |
| 3Y | +191.0% | +51.7% | +139.3% | +109.2% |
| All | +52.8% | +120.8% | -68.0% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 5y: compounded portfolio wealth divided by compounded BHP 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…
5y analysis · Full analysis span regression · 6 months rolling