+52.8%
IONQ vs CIEN
+301.0%
-248.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +5.5% | +18.0% | +20.1% |
| 7D | +8.6% | -24.1% | +32.7% | +27.8% |
| 30D | -21.1% | -45.5% | +24.4% | +12.7% |
| 3M | -17.9% | -39.7% | +21.8% | +7.0% |
| 6M | -37.9% | -57.8% | +19.9% | +0.1% |
| YTD | -27.3% | +4.1% | -31.4% | -40.0% |
| 1Y | -43.2% | +20.8% | -64.0% | -58.4% |
| 3Y | +191.0% | +463.1% | -272.2% | -37.0% |
| All | +52.8% | +301.0% | -248.2% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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