+52.8%
IONQ vs CLS
+1,775.5%
-1,722.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.5% | +22.9% | +23.1% |
| 7D | +8.6% | -22.2% | +30.8% | +25.0% |
| 30D | -21.1% | -44.4% | +23.3% | +8.9% |
| 3M | -17.9% | -34.3% | +16.4% | +1.6% |
| 6M | -37.9% | -50.1% | +12.1% | -12.3% |
| YTD | -27.3% | -30.1% | +2.8% | -20.4% |
| 1Y | -43.2% | -39.3% | -3.9% | -33.0% |
| 3Y | +191.0% | +732.7% | -541.7% | -60.0% |
| All | +52.8% | +1,775.5% | -1,722.7% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLS.
Daily Out/Under-Performance
Portfolio return minus CLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLS 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 CLS 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