+215.4%
IONQ vs GE
+548.7%
-333.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -3.8% |
| 7D | +15.3% | +4.0% | +11.3% | +12.4% |
| 30D | -6.1% | +11.1% | -17.1% | -13.6% |
| 3M | -21.6% | -6.7% | -14.9% | -17.3% |
| 6M | -40.1% | +14.3% | -54.4% | -47.0% |
| YTD | -24.1% | +11.7% | -35.8% | -33.2% |
| 1Y | -37.4% | +10.9% | -48.3% | -44.2% |
| 3Y | +219.5% | +279.0% | -59.5% | +9.2% |
| 5Y | +76.9% | +427.0% | -350.1% | -58.8% |
| All | +215.4% | +548.7% | -333.4% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 10y: compounded portfolio wealth divided by compounded GE 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…
10y analysis · Full analysis span regression · 6 months rolling