+202.0%
IONQ vs BHP
+90.6%
+111.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.7% | +21.8% | +22.3% |
| 7D | +8.6% | +0.9% | +7.7% | +8.0% |
| 30D | -21.1% | -6.3% | -14.8% | -17.4% |
| 3M | -17.9% | -7.1% | -10.7% | -13.5% |
| 6M | -37.9% | -3.2% | -34.8% | -36.0% |
| YTD | -27.3% | +37.9% | -65.2% | -39.6% |
| 1Y | -43.2% | +49.7% | -92.9% | -55.2% |
| 3Y | +191.0% | +51.7% | +139.3% | +122.3% |
| 5Y | +69.3% | +122.0% | -52.8% | +15.8% |
| All | +202.0% | +90.6% | +111.5% | +105.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling