-44.7%
IONQ vs COPX
+31.7%
-76.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.0% | -5.5% | -4.5% |
| 7D | -8.9% | -3.0% | -6.0% | -7.0% |
| 30D | -31.3% | -13.6% | -17.6% | -23.0% |
| 3M | -29.2% | -11.2% | -18.0% | -22.8% |
| 6M | -35.4% | -2.4% | -33.0% | -33.5% |
| YTD | -34.2% | +4.2% | -38.4% | -37.6% |
| 1Y | -44.7% | +32.2% | -76.8% | -60.9% |
| All | -44.7% | +31.7% | -76.4% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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