+569.4%
IONQ vs CRBG
+117.3%
+452.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.7% | -1.3% |
| 7D | -7.0% | +0.6% | -7.6% | -7.5% |
| 30D | -18.7% | +2.6% | -21.3% | -20.5% |
| 3M | -36.6% | +24.0% | -60.6% | -46.9% |
| 6M | +7.2% | +50.5% | -43.3% | -22.3% |
| YTD | -18.1% | +17.1% | -35.2% | -28.6% |
| 1Y | -21.9% | +5.9% | -27.8% | -26.9% |
| 3Y | +86.7% | +122.7% | -36.0% | +4.8% |
| All | +569.4% | +117.3% | +452.1% | +292.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 all: compounded portfolio wealth divided by compounded CRBG 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…
all analysis · Full analysis span regression · 6 months rolling