-36.2%
IONQ vs CART
+51.1%
-87.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.6% | +7.8% | +8.2% |
| 7D | +25.5% | +1.5% | +23.9% | +25.2% |
| 30D | -11.4% | +22.4% | -33.8% | -15.9% |
| 3M | -20.5% | +16.5% | -37.0% | -23.9% |
| 6M | -28.2% | +44.9% | -73.1% | -37.1% |
| YTD | -21.2% | +30.0% | -51.2% | -34.5% |
| All | -36.2% | +51.1% | -87.3% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 1y: compounded portfolio wealth divided by compounded CART 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…
1y analysis · Full analysis span regression · 6 months rolling