-27.1%
IONQ vs CAI
-14.7%
-12.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.8% | -2.6% | -5.3% |
| 7D | -11.5% | -8.7% | -2.8% | -9.1% |
| 30D | -8.1% | -23.8% | +15.8% | -0.5% |
| 3M | -35.8% | +3.9% | -39.7% | -36.1% |
| 6M | -47.7% | +56.8% | -104.6% | -53.8% |
| YTD | -35.6% | -14.6% | -21.0% | -37.4% |
| 1Y | -36.4% | -5.2% | -31.2% | -38.1% |
| All | -27.1% | -14.7% | -12.5% | -31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling