-6.2%
IONQ vs CHD
+7.1%
-13.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.8% | -2.7% | +3.5% | -0.9% |
| 30D | -1.0% | -4.6% | +3.6% | -3.8% |
| 3M | -39.8% | +5.0% | -44.8% | -37.2% |
| 6M | +6.4% | -3.2% | +9.7% | +7.8% |
| YTD | -11.9% | +18.6% | -30.6% | -1.1% |
| 1Y | -6.2% | +4.8% | -11.0% | +0.2% |
| All | -6.2% | +7.1% | -13.2% | +0.2% |
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