+45.7%
IONQ vs CAH
+505.3%
-459.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.1% | -7.5% | -6.6% |
| 7D | -11.5% | +3.5% | -14.9% | -11.9% |
| 30D | -8.1% | +13.5% | -21.5% | -9.9% |
| 3M | -35.8% | +21.8% | -57.6% | -38.0% |
| 6M | -47.7% | +51.5% | -99.3% | -52.2% |
| YTD | -35.6% | +38.1% | -73.7% | -40.1% |
| 1Y | -36.4% | +37.7% | -74.1% | -40.8% |
| 3Y | +150.0% | +179.6% | -29.6% | +78.7% |
| All | +45.7% | +505.3% | -459.6% | -37.1% |
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