-37.4%
IONQ vs COO
-11.7%
-25.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.7% |
| 7D | +15.3% | -2.3% | +17.6% | +15.2% |
| 30D | -6.1% | +13.3% | -19.4% | -6.2% |
| 3M | -21.6% | -18.1% | -3.5% | -22.5% |
| 6M | -40.1% | +6.7% | -46.8% | -43.0% |
| YTD | -24.1% | -23.2% | -0.9% | -11.3% |
| 1Y | -37.4% | -12.3% | -25.1% | -28.7% |
| All | -37.4% | -11.7% | -25.7% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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