+37.2%
IONQ vs CI
+54.1%
-17.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -1.3% | -9.2% | -10.5% |
| 7D | -16.7% | +1.0% | -17.7% | -16.7% |
| 30D | -38.9% | +9.9% | -48.8% | -38.9% |
| 3M | -33.8% | +12.1% | -45.9% | -33.8% |
| 6M | -44.9% | +10.6% | -55.5% | -45.1% |
| YTD | -41.1% | +11.4% | -52.5% | -41.2% |
| 1Y | -52.3% | +18.8% | -71.1% | -52.5% |
| 3Y | +128.2% | +2.9% | +125.4% | +129.3% |
| 5Y | +37.2% | +54.5% | -17.4% | +8.9% |
| All | +37.2% | +54.1% | -17.0% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 5y: compounded portfolio wealth divided by compounded CI 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…
5y analysis · Full analysis span regression · 6 months rolling