+53.2%
IONQ vs CNC
-7.2%
+60.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.3% | -9.1% | -9.4% |
| 7D | +16.8% | -5.3% | +22.0% | +16.8% |
| 30D | -11.1% | +2.0% | -13.2% | -11.2% |
| 3M | -31.7% | +4.8% | -36.5% | -31.8% |
| 6M | -44.8% | +18.5% | -63.2% | -44.9% |
| YTD | -31.2% | +70.8% | -102.0% | -31.7% |
| 1Y | -39.1% | +94.1% | -133.3% | -39.6% |
| 3Y | +189.5% | -2.2% | +191.7% | +189.4% |
| 5Y | +53.2% | -7.4% | +60.5% | +48.3% |
| All | +53.2% | -7.2% | +60.4% | +48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling