-44.7%
IONQ vs CHD
+30.9%
-75.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | +0.7% |
| 7D | -8.9% | +6.9% | -15.9% | -3.4% |
| 30D | -31.3% | +17.1% | -48.4% | -21.3% |
| 3M | -29.2% | +9.1% | -38.3% | -23.0% |
| 6M | -35.4% | +21.4% | -56.8% | -23.3% |
| YTD | -34.2% | +34.9% | -69.0% | -13.8% |
| 1Y | -44.7% | +31.0% | -75.7% | -28.0% |
| All | -44.7% | +30.9% | -75.6% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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