+109.3%
IONQ vs CAVA
+46.8%
+62.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.9% |
| 7D | +7.1% | -1.5% | +8.7% | +7.9% |
| 30D | -8.9% | -3.7% | -5.3% | -7.9% |
| 3M | -35.6% | -18.3% | -17.2% | -31.1% |
| 6M | +13.3% | -23.5% | +36.7% | +25.0% |
| YTD | -9.8% | +2.5% | -12.3% | -17.0% |
| 1Y | -1.3% | -8.0% | +6.6% | -4.9% |
| 3Y | +109.3% | +53.5% | +55.8% | +87.3% |
| All | +109.3% | +46.8% | +62.4% | +87.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling