+265.9%
IONQ vs CNC
+10.6%
+255.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.3% |
| 7D | +0.8% | +3.5% | -2.7% | +0.7% |
| 30D | -1.0% | +0.1% | -1.1% | -1.0% |
| 3M | -39.8% | +6.9% | -46.7% | -39.9% |
| 6M | +6.4% | +49.0% | -42.6% | +5.9% |
| YTD | -11.9% | +62.9% | -74.8% | -12.5% |
| 1Y | -6.2% | +134.0% | -140.1% | -6.1% |
| 3Y | +125.7% | +9.4% | +116.3% | +119.0% |
| 5Y | +296.0% | +4.1% | +291.8% | +303.6% |
| All | +265.9% | +10.6% | +255.3% | +274.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling