+202.9%
IONQ vs CAVA
+94.8%
+108.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.2% | +0.5% |
| 7D | +16.7% | +0.1% | +16.5% | +16.7% |
| 30D | -12.3% | +12.6% | -24.9% | -17.9% |
| 3M | -17.7% | -1.9% | -15.8% | -18.6% |
| 6M | -28.9% | -23.9% | -5.0% | -22.7% |
| YTD | -22.0% | +2.9% | -24.9% | -29.2% |
| 1Y | -36.8% | +21.6% | -58.4% | -48.1% |
| All | +202.9% | +94.8% | +108.1% | +194.9% |
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