-39.1%
IONQ vs CHD
+32.9%
-72.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.3% | -9.1% | -9.6% |
| 7D | +16.8% | +0.4% | +16.4% | +17.3% |
| 30D | -11.1% | +11.6% | -22.7% | -1.3% |
| 3M | -31.7% | +10.7% | -42.4% | -24.4% |
| 6M | -44.8% | +20.2% | -65.0% | -33.9% |
| YTD | -31.2% | +34.5% | -65.7% | -4.4% |
| 1Y | -39.1% | +32.6% | -71.7% | -16.4% |
| All | -39.1% | +32.9% | -72.1% | -16.4% |
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