+294.8%
IONQ vs CCI
-51.4%
+346.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.1% | +1.9% |
| 7D | +0.8% | -0.4% | +1.2% | +1.0% |
| 30D | -1.0% | +2.7% | -3.7% | -2.0% |
| 3M | -39.8% | -18.2% | -21.6% | -35.6% |
| 6M | +6.4% | -14.8% | +21.2% | +11.1% |
| YTD | -11.9% | -12.6% | +0.7% | -9.6% |
| 1Y | -6.2% | -16.7% | +10.6% | -1.9% |
| 3Y | +125.7% | -10.5% | +136.2% | +109.0% |
| All | +294.8% | -51.4% | +346.2% | +354.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 5y: compounded portfolio wealth divided by compounded CCI 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…
5y analysis · Full analysis span regression · 6 months rolling