+52.8%
IONQ vs CNH
-14.7%
+67.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +2.8% | +20.7% | +21.9% |
| 7D | +8.6% | -1.7% | +10.3% | +10.1% |
| 30D | -21.1% | -7.2% | -13.9% | -17.9% |
| 3M | -17.9% | +6.5% | -24.4% | -22.8% |
| 6M | -37.9% | +7.9% | -45.8% | -43.0% |
| YTD | -27.3% | +26.6% | -53.9% | -42.3% |
| 1Y | -43.2% | +13.8% | -57.0% | -51.9% |
| 3Y | +191.0% | +9.2% | +181.8% | +142.5% |
| All | +52.8% | -14.7% | +67.5% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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