+304.7%
IONQ vs CNC
+1.4%
+303.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.7% | +6.1% | +2.5% |
| 7D | +7.1% | -1.0% | +8.1% | +7.1% |
| 30D | -8.9% | -1.8% | -7.1% | -8.9% |
| 3M | -35.6% | -0.7% | -34.9% | -35.6% |
| 6M | +13.3% | +47.9% | -34.7% | +12.6% |
| YTD | -9.8% | +56.9% | -66.7% | -10.5% |
| 1Y | -1.3% | +123.9% | -125.2% | -1.4% |
| 3Y | +109.3% | -1.3% | +110.5% | +105.1% |
| 5Y | +304.7% | +2.8% | +301.9% | +299.4% |
| All | +304.7% | +1.4% | +303.3% | +299.4% |
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