+76.9%
IONQ vs CPB
-33.9%
+110.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.4% | -3.0% |
| 7D | +15.3% | -4.1% | +19.4% | +14.0% |
| 30D | -6.1% | +16.9% | -23.0% | -1.4% |
| 3M | -21.6% | -0.6% | -21.0% | -21.2% |
| 6M | -40.1% | +11.4% | -51.5% | -37.4% |
| YTD | -24.1% | -14.8% | -9.3% | -26.7% |
| 1Y | -37.4% | -24.8% | -12.6% | -42.1% |
| 3Y | +219.5% | -36.6% | +256.1% | +185.0% |
| 5Y | +76.9% | -33.3% | +110.3% | +108.3% |
| All | +76.9% | -33.9% | +110.8% | +108.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling