-16.0%
IONQ vs CDE
+40.3%
-56.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.3% | -1.8% |
| 7D | -5.6% | -6.1% | +0.5% | -2.7% |
| 30D | -15.2% | +9.5% | -24.7% | -19.5% |
| 3M | -34.9% | +32.0% | -66.9% | -44.9% |
| 6M | +4.9% | -12.8% | +17.7% | +7.8% |
| YTD | -17.9% | +14.2% | -32.1% | -23.1% |
| 1Y | -16.0% | +36.3% | -52.3% | -17.6% |
| All | -16.0% | +40.3% | -56.3% | -17.6% |
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