+274.7%
IONQ vs CVS
+68.3%
+206.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +2.4% |
| 7D | +7.1% | -1.6% | +8.7% | +7.1% |
| 30D | -8.9% | +0.4% | -9.3% | -8.9% |
| 3M | -35.6% | -0.4% | -35.1% | -35.6% |
| 6M | +13.3% | +25.1% | -11.9% | +12.7% |
| YTD | -9.8% | +23.9% | -33.7% | -10.4% |
| 1Y | -1.3% | +41.1% | -42.4% | -2.3% |
| 3Y | +109.3% | +63.6% | +45.6% | +107.6% |
| 5Y | +304.7% | +31.5% | +273.2% | +346.1% |
| All | +274.7% | +68.3% | +206.4% | +301.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 10y: compounded portfolio wealth divided by compounded CVS 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…
10y analysis · Full analysis span regression · 6 months rolling