-43.2%
IONQ vs CB
+29.6%
-72.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.8% | +25.2% | +20.9% |
| 7D | +8.6% | +0.2% | +8.3% | +9.4% |
| 30D | -21.1% | +9.1% | -30.2% | -10.3% |
| 3M | -17.9% | +3.4% | -21.3% | -12.4% |
| 6M | -37.9% | +14.1% | -52.0% | -22.4% |
| YTD | -27.3% | +18.0% | -45.3% | -4.4% |
| 1Y | -43.2% | +30.1% | -73.3% | -8.8% |
| All | -43.2% | +29.6% | -72.8% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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