+150.0%
IONQ vs CVS
+48.1%
+102.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.5% | -5.9% | -6.5% |
| 7D | -11.5% | +6.6% | -18.0% | -10.9% |
| 30D | -8.1% | -0.4% | -7.6% | -8.3% |
| 3M | -35.8% | -5.3% | -30.5% | -36.1% |
| 6M | -47.7% | -7.7% | -40.0% | -48.0% |
| YTD | -35.6% | +16.0% | -51.7% | -34.2% |
| 1Y | -36.4% | +16.2% | -52.6% | -35.1% |
| 3Y | +150.0% | +47.6% | +102.5% | +181.4% |
| All | +150.0% | +48.1% | +102.0% | +181.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling