+253.1%
IONQ vs CNI
+23.4%
+229.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.7% | -5.0% | -5.1% |
| 7D | +1.3% | +0.9% | +0.5% | +0.6% |
| 30D | -10.3% | -2.1% | -8.2% | -8.5% |
| 3M | -32.7% | +1.8% | -34.5% | -34.6% |
| 6M | +6.3% | +14.8% | -8.5% | -8.2% |
| YTD | -15.0% | +25.4% | -40.4% | -33.1% |
| 1Y | -13.3% | +32.9% | -46.2% | -36.0% |
| 3Y | +97.2% | +20.2% | +77.0% | +62.7% |
| 5Y | +278.7% | +12.2% | +266.6% | +247.7% |
| All | +253.1% | +23.4% | +229.8% | +217.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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