+304.7%
IONQ vs CNI
+11.4%
+293.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +7.1% | +2.5% | +4.6% | +4.6% |
| 30D | -8.9% | -2.5% | -6.4% | -6.4% |
| 3M | -35.6% | +2.7% | -38.3% | -38.3% |
| 6M | +13.3% | +16.9% | -3.7% | -6.6% |
| YTD | -9.8% | +26.3% | -36.1% | -32.7% |
| 1Y | -1.3% | +31.1% | -32.4% | -30.1% |
| 3Y | +109.3% | +21.1% | +88.2% | +62.6% |
| 5Y | +304.7% | +11.0% | +293.7% | +257.2% |
| All | +304.7% | +11.4% | +293.3% | +257.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling