+253.1%
IONQ vs CNC
+5.7%
+247.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.8% | -5.0% | -5.7% |
| 7D | +1.3% | -4.9% | +6.2% | +1.4% |
| 30D | -10.3% | -3.8% | -6.6% | -10.3% |
| 3M | -32.7% | -3.2% | -29.5% | -32.7% |
| 6M | +6.3% | +47.9% | -41.5% | +5.8% |
| YTD | -15.0% | +55.7% | -70.7% | -15.5% |
| 1Y | -13.3% | +106.2% | -119.6% | -13.5% |
| 3Y | +97.2% | -2.1% | +99.3% | +94.1% |
| 5Y | +278.7% | +3.4% | +275.4% | +286.7% |
| All | +253.1% | +5.7% | +247.5% | +261.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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