+265.9%
IONQ vs BHP
+115.7%
+150.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +0.8% | -2.9% | +3.7% | +2.8% |
| 30D | -1.0% | +3.4% | -4.4% | -3.1% |
| 3M | -39.8% | +4.1% | -43.9% | -41.3% |
| 6M | +6.4% | +20.6% | -14.1% | -4.6% |
| YTD | -11.9% | +56.1% | -68.0% | -32.7% |
| 1Y | -6.2% | +69.6% | -75.8% | -32.0% |
| 3Y | +125.7% | +78.8% | +46.9% | +55.6% |
| 5Y | +296.0% | +113.1% | +182.9% | +150.8% |
| All | +265.9% | +115.7% | +150.2% | +128.9% |
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