-44.8%
IONQ vs CAVA
-27.8%
-16.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -4.1% | -5.3% | -8.8% |
| 7D | +16.8% | -4.4% | +21.2% | +17.5% |
| 30D | -11.1% | +8.2% | -19.4% | -12.4% |
| 3M | -31.7% | -17.4% | -14.3% | -30.9% |
| 6M | -44.8% | -25.7% | -19.1% | -45.5% |
| All | -44.8% | -27.8% | -16.9% | -45.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling