+53.2%
IONQ vs GE
+406.8%
-353.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.5% | -5.9% | -6.2% |
| 7D | +16.8% | +5.1% | +11.6% | +12.3% |
| 30D | -11.1% | +7.6% | -18.7% | -16.7% |
| 3M | -31.7% | -9.3% | -22.4% | -25.4% |
| 6M | -44.8% | +11.5% | -56.3% | -51.0% |
| YTD | -31.2% | +7.9% | -39.1% | -39.1% |
| 1Y | -39.1% | +7.6% | -46.8% | -45.6% |
| 3Y | +189.5% | +265.9% | -76.4% | -26.0% |
| 5Y | +53.2% | +405.9% | -352.8% | -76.4% |
| All | +53.2% | +406.8% | -353.7% | -76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling