+304.7%
IONQ vs CPAY
+56.4%
+248.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.2% | +4.6% | +4.1% |
| 7D | +7.1% | +0.6% | +6.6% | +6.5% |
| 30D | -8.9% | +3.6% | -12.5% | -11.8% |
| 3M | -35.6% | +16.6% | -52.2% | -44.3% |
| 6M | +13.3% | +29.5% | -16.2% | -10.9% |
| YTD | -9.8% | +35.3% | -45.1% | -34.1% |
| 1Y | -1.3% | +30.6% | -32.0% | -26.8% |
| 3Y | +109.3% | +49.7% | +59.5% | +27.8% |
| 5Y | +304.7% | +54.4% | +250.3% | +87.2% |
| All | +304.7% | +56.4% | +248.3% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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