-44.7%
IONQ vs CPB
-18.4%
-26.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.9% | -7.4% | -0.4% |
| 7D | -8.9% | +13.0% | -21.9% | -6.9% |
| 30D | -31.3% | +20.5% | -51.8% | -29.0% |
| 3M | -29.2% | +2.2% | -31.4% | -28.7% |
| 6M | -35.4% | +15.4% | -50.8% | -34.4% |
| YTD | -34.2% | -12.3% | -21.8% | -34.4% |
| 1Y | -44.7% | -18.0% | -26.7% | -45.7% |
| All | -44.7% | -18.4% | -26.2% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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