+215.4%
IONQ vs CNC
+16.3%
+199.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.1% | -2.7% |
| 7D | +15.3% | -7.3% | +22.6% | +15.4% |
| 30D | -6.1% | +5.2% | -11.3% | -6.2% |
| 3M | -21.6% | +8.6% | -30.2% | -21.8% |
| 6M | -40.1% | +25.1% | -65.2% | -40.4% |
| YTD | -24.1% | +71.3% | -95.4% | -24.7% |
| 1Y | -37.4% | +99.3% | -136.7% | -38.0% |
| 3Y | +219.5% | -1.9% | +221.4% | +218.8% |
| 5Y | +76.9% | -6.4% | +83.3% | +80.7% |
| All | +215.4% | +16.3% | +199.1% | +221.9% |
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