-11.7%
IONQ vs CAI
-9.5%
-2.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.5% | +3.5% | +0.3% |
| 7D | +16.7% | -25.6% | +42.3% | +26.5% |
| 30D | -12.3% | -17.7% | +5.5% | -7.2% |
| 3M | -17.7% | +4.4% | -22.1% | -18.6% |
| 6M | -28.9% | +51.3% | -80.2% | -36.9% |
| YTD | -22.0% | -9.5% | -12.6% | -25.5% |
| 1Y | -36.8% | -1.5% | -35.3% | -39.6% |
| All | -11.7% | -9.5% | -2.2% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 10y: compounded portfolio wealth divided by compounded CAI 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…
10y analysis · Full analysis span regression · 6 months rolling