-8.0%
IONQ vs ELV
+32.1%
-40.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.4% | +3.8% | +2.4% |
| 7D | +7.1% | -0.3% | +7.4% | +7.1% |
| 30D | -8.9% | +2.0% | -10.9% | -8.9% |
| 3M | -35.6% | -3.5% | -32.1% | -35.4% |
| 6M | +13.3% | +40.2% | -26.9% | +10.3% |
| YTD | -9.8% | +15.8% | -25.6% | -12.9% |
| All | -8.0% | +32.1% | -40.2% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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