+45.7%
IONQ vs CVS
+12.2%
+33.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.5% | -5.9% | -6.4% |
| 7D | -11.5% | +6.6% | -18.0% | -11.5% |
| 30D | -8.1% | -0.4% | -7.6% | -8.2% |
| 3M | -35.8% | -5.3% | -30.5% | -35.8% |
| 6M | -47.7% | -7.7% | -40.0% | -47.7% |
| YTD | -35.6% | +16.0% | -51.7% | -36.0% |
| 1Y | -36.4% | +16.2% | -52.6% | -36.8% |
| 3Y | +150.0% | +47.6% | +102.5% | +151.6% |
| All | +45.7% | +12.2% | +33.5% | +89.6% |
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