+37.2%
IONQ vs C
+106.8%
-69.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -5.0% | -5.5% | -4.9% |
| 7D | -16.7% | -5.3% | -11.4% | -11.3% |
| 30D | -38.9% | -7.3% | -31.6% | -33.5% |
| 3M | -33.8% | -13.5% | -20.3% | -22.5% |
| 6M | -44.9% | -6.5% | -38.5% | -41.2% |
| YTD | -41.1% | +3.6% | -44.7% | -43.9% |
| 1Y | -52.3% | +18.9% | -71.2% | -61.2% |
| 3Y | +128.2% | +205.0% | -76.7% | -34.2% |
| 5Y | +37.2% | +109.4% | -72.2% | -46.8% |
| All | +37.2% | +106.8% | -69.6% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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