-6.2%
IONQ vs CMI
+45.0%
-51.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | -1.3% |
| 7D | +0.8% | -0.7% | +1.5% | +1.5% |
| 30D | -1.0% | -13.4% | +12.4% | +13.0% |
| 3M | -39.8% | -17.0% | -22.8% | -29.3% |
| 6M | +6.4% | -1.6% | +8.1% | +5.7% |
| YTD | -11.9% | +11.0% | -22.9% | -23.4% |
| 1Y | -6.2% | +41.9% | -48.1% | -32.3% |
| All | -6.2% | +45.0% | -51.1% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 1y: compounded portfolio wealth divided by compounded CMI 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…
1y analysis · Full analysis span regression · 6 months rolling