-44.7%
IONQ vs CAVA
+19.2%
-63.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.3% | -2.3% |
| 7D | -8.9% | +14.2% | -23.2% | -12.8% |
| 30D | -31.3% | +14.6% | -45.8% | -34.5% |
| 3M | -29.2% | -2.3% | -26.9% | -29.5% |
| 6M | -35.4% | -30.5% | -4.9% | -29.0% |
| YTD | -34.2% | +5.6% | -39.8% | -36.4% |
| 1Y | -44.7% | +19.9% | -64.5% | -46.6% |
| All | -44.7% | +19.2% | -63.9% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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