-13.3%
IONQ vs DUK
+3.7%
-17.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.7% | -5.1% | -6.5% |
| 7D | +1.3% | -0.1% | +1.4% | +1.1% |
| 30D | -10.3% | +0.2% | -10.6% | -9.9% |
| 3M | -32.7% | -1.9% | -30.8% | -33.6% |
| 6M | +6.3% | -6.5% | +12.8% | +1.2% |
| YTD | -15.0% | +5.4% | -20.4% | -9.5% |
| 1Y | -13.3% | +3.6% | -16.9% | -7.8% |
| All | -13.3% | +3.7% | -17.0% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 1y: compounded portfolio wealth divided by compounded DUK 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…
1y analysis · Full analysis span regression · 6 months rolling