+265.9%
IONQ vs FIVN
-81.0%
+346.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +2.6% |
| 7D | +0.8% | -2.3% | +3.1% | +2.0% |
| 30D | -1.0% | +12.4% | -13.4% | -8.0% |
| 3M | -39.8% | +36.0% | -75.8% | -50.4% |
| 6M | +6.4% | +86.0% | -79.5% | -30.9% |
| YTD | -11.9% | +65.9% | -77.9% | -40.2% |
| 1Y | -6.2% | +26.5% | -32.7% | -25.9% |
| 3Y | +125.7% | -54.2% | +179.9% | +202.6% |
| 5Y | +296.0% | -80.5% | +376.4% | +681.8% |
| All | +265.9% | -81.0% | +346.9% | +629.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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