+52.8%
IONQ vs CVS
+5.4%
+47.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +3.1% | +20.3% | +23.4% |
| 7D | +8.6% | -7.1% | +15.7% | +8.5% |
| 30D | -21.1% | -4.0% | -17.1% | -21.1% |
| 3M | -17.9% | -12.2% | -5.6% | -17.9% |
| 6M | -37.9% | -2.2% | -35.8% | -38.1% |
| YTD | -27.3% | +8.9% | -36.2% | -27.7% |
| 1Y | -43.2% | +9.9% | -53.1% | -43.6% |
| 3Y | +191.0% | +32.1% | +158.9% | +197.1% |
| All | +52.8% | +5.4% | +47.4% | +98.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling