+265.9%
IONQ vs CAH
+420.0%
-154.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | +0.8% | +5.4% | -4.6% | 0.0% |
| 30D | -1.0% | +3.3% | -4.3% | -1.5% |
| 3M | -39.8% | +22.8% | -62.6% | -41.9% |
| 6M | +6.4% | +11.3% | -4.8% | +4.6% |
| YTD | -11.9% | +21.1% | -33.1% | -15.3% |
| 1Y | -6.2% | +67.2% | -73.4% | -17.6% |
| 3Y | +125.7% | +195.6% | -69.9% | +71.3% |
| 5Y | +296.0% | +413.8% | -117.8% | +162.2% |
| All | +265.9% | +420.0% | -154.1% | +141.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling