+227.2%
IONQ vs CLBK
+60.8%
+166.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.2% | +6.2% | +7.3% |
| 7D | +25.5% | +1.8% | +23.7% | +24.6% |
| 30D | -11.4% | +5.1% | -16.5% | -13.4% |
| 3M | -20.5% | +5.2% | -25.6% | -22.3% |
| 6M | -28.2% | +28.6% | -56.8% | -36.7% |
| YTD | -21.2% | +61.4% | -82.6% | -37.8% |
| 1Y | -40.4% | +64.7% | -105.1% | -53.6% |
| 3Y | +214.7% | +55.1% | +159.6% | +147.9% |
| 5Y | +56.9% | +28.4% | +28.5% | +28.9% |
| All | +227.2% | +60.8% | +166.4% | +157.5% |
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