+304.7%
IONQ vs CAH
+400.8%
-96.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.7% | +5.1% | +2.8% |
| 7D | +7.1% | +0.5% | +6.6% | +7.0% |
| 30D | -8.9% | +1.7% | -10.6% | -9.2% |
| 3M | -35.6% | +17.9% | -53.4% | -37.6% |
| 6M | +13.3% | +10.9% | +2.3% | +10.9% |
| YTD | -9.8% | +17.9% | -27.7% | -13.3% |
| 1Y | -1.3% | +61.7% | -63.0% | -14.7% |
| 3Y | +109.3% | +183.7% | -74.5% | +50.4% |
| 5Y | +304.7% | +401.3% | -96.6% | +142.3% |
| All | +304.7% | +400.8% | -96.1% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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