+76.9%
IONQ vs DUK
+52.5%
+24.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.5% | -2.7% |
| 7D | +15.3% | -0.6% | +15.9% | +15.2% |
| 30D | -6.1% | +9.4% | -15.5% | -2.6% |
| 3M | -21.6% | +5.4% | -27.0% | -19.5% |
| 6M | -40.1% | +4.9% | -45.0% | -38.4% |
| YTD | -24.1% | +12.7% | -36.8% | -20.5% |
| 1Y | -37.4% | +7.8% | -45.2% | -35.0% |
| 3Y | +219.5% | +63.3% | +156.2% | +248.0% |
| 5Y | +76.9% | +54.2% | +22.7% | +140.6% |
| All | +76.9% | +52.5% | +24.4% | +140.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling