-44.7%
IONQ vs CDE
+0.7%
-45.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.7% | -10.2% | -6.6% |
| 7D | -8.9% | +1.1% | -10.0% | -9.8% |
| 30D | -31.3% | -14.5% | -16.8% | -24.8% |
| 3M | -29.2% | -10.1% | -19.1% | -27.5% |
| 6M | -35.4% | -16.9% | -18.6% | -30.2% |
| YTD | -34.2% | -18.1% | -16.0% | -32.0% |
| 1Y | -44.7% | +5.6% | -50.3% | -53.4% |
| All | -44.7% | +0.7% | -45.4% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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