-43.2%
IONQ vs COMP
+16.2%
-59.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +10.7% | +12.7% | +18.5% |
| 7D | +8.6% | +13.4% | -4.9% | +3.1% |
| 30D | -21.1% | +11.1% | -32.2% | -24.4% |
| 3M | -17.9% | -18.8% | +1.0% | -11.4% |
| 6M | -37.9% | +10.5% | -48.4% | -42.0% |
| YTD | -27.3% | -3.4% | -23.9% | -32.0% |
| 1Y | -43.2% | +19.7% | -62.9% | -50.8% |
| All | -43.2% | +16.2% | -59.4% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 1y: compounded portfolio wealth divided by compounded COMP 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…
1y analysis · Full analysis span regression · 6 months rolling