+202.0%
IONQ vs EIX
+24.6%
+177.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.5% | +25.9% | +24.4% |
| 7D | +8.6% | +1.0% | +7.6% | +7.8% |
| 30D | -21.1% | +9.1% | -30.2% | -24.2% |
| 3M | -17.9% | -10.2% | -7.6% | -16.8% |
| 6M | -37.9% | -11.2% | -26.7% | -38.0% |
| YTD | -27.3% | +4.5% | -31.8% | -35.5% |
| 1Y | -43.2% | +10.9% | -54.1% | -51.8% |
| 3Y | +191.0% | +8.4% | +182.6% | +174.7% |
| 5Y | +69.3% | +18.0% | +51.3% | +55.0% |
| All | +202.0% | +24.6% | +177.5% | +181.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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