+215.4%
IONQ vs CLBK
+61.5%
+153.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.8% | -2.7% |
| 7D | +15.3% | +2.2% | +13.1% | +14.4% |
| 30D | -6.1% | +5.0% | -11.1% | -8.1% |
| 3M | -21.6% | +3.3% | -24.9% | -22.8% |
| 6M | -40.1% | +29.6% | -69.7% | -47.4% |
| YTD | -24.1% | +62.1% | -86.2% | -40.2% |
| 1Y | -37.4% | +64.3% | -101.8% | -51.2% |
| 3Y | +219.5% | +55.6% | +163.9% | +151.3% |
| 5Y | +76.9% | +29.3% | +47.7% | +45.1% |
| All | +215.4% | +61.5% | +153.9% | +147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling