+265.9%
IONQ vs CMI
+180.9%
+85.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.6% |
| 3M | -39.8% | -17.0% | -22.8% | -28.5% |
| 6M | +6.4% | -1.6% | +8.1% | +6.6% |
| YTD | -11.9% | +11.0% | -22.9% | -21.4% |
| 1Y | -6.2% | +41.9% | -48.1% | -33.6% |
| 3Y | +125.7% | +151.8% | -26.1% | -1.6% |
| 5Y | +296.0% | +163.6% | +132.4% | +58.7% |
| All | +265.9% | +180.9% | +85.0% | +43.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling