-43.2%
IONQ vs CART
+60.1%
-103.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.6% | +22.8% | +23.3% |
| 7D | +8.6% | +3.0% | +5.6% | +7.9% |
| 30D | -21.1% | +28.6% | -49.6% | -26.0% |
| 3M | -17.9% | +29.1% | -46.9% | -24.3% |
| 6M | -37.9% | +44.7% | -82.7% | -45.6% |
| YTD | -27.3% | +29.2% | -56.5% | -39.1% |
| 1Y | -43.2% | +66.2% | -109.4% | -58.1% |
| All | -43.2% | +60.1% | -103.3% | -58.1% |
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