+194.9%
IONQ vs EL
+3.5%
+191.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.3% |
| 7D | +15.3% | +0.3% | +15.0% | +15.6% |
| 30D | -6.1% | +12.3% | -18.4% | -10.1% |
| 3M | -21.6% | +28.4% | -50.0% | -29.5% |
| 6M | -40.1% | +36.7% | -76.9% | -47.6% |
| YTD | -24.1% | +8.4% | -32.5% | -28.2% |
| 1Y | -37.4% | +25.4% | -62.8% | -44.0% |
| All | +194.9% | +3.5% | +191.4% | +110.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 3y: compounded portfolio wealth divided by compounded EL 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…
3y analysis · Full analysis span regression · 6 months rolling