+265.9%
IONQ vs CVS
+69.5%
+196.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.3% |
| 7D | +0.8% | +4.0% | -3.1% | +0.8% |
| 30D | -1.0% | -2.4% | +1.4% | -1.0% |
| 3M | -39.8% | +2.7% | -42.5% | -39.8% |
| 6M | +6.4% | +21.9% | -15.4% | +6.0% |
| YTD | -11.9% | +24.7% | -36.7% | -12.5% |
| 1Y | -6.2% | +35.4% | -41.6% | -7.0% |
| 3Y | +125.7% | +65.2% | +60.5% | +123.8% |
| 5Y | +296.0% | +30.5% | +265.4% | +336.5% |
| All | +265.9% | +69.5% | +196.4% | +292.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling