+282.2%
IONQ vs COIN
-53.0%
+335.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.1% | +5.5% | +4.0% |
| 7D | +7.1% | +1.2% | +5.9% | +6.1% |
| 30D | -8.9% | +16.5% | -25.4% | -16.4% |
| 3M | -35.6% | +10.4% | -45.9% | -39.6% |
| 6M | +13.3% | -9.3% | +22.5% | +18.2% |
| YTD | -9.8% | -20.9% | +11.1% | -0.5% |
| 1Y | -1.3% | -40.8% | +39.5% | +25.3% |
| 3Y | +109.3% | +118.0% | -8.7% | +21.7% |
| 5Y | +304.7% | -30.7% | +335.4% | +261.7% |
| All | +282.2% | -53.0% | +335.2% | +239.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 COIN 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