+224.0%
IONQ vs GE
+539.6%
-315.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.6% |
| 7D | +16.7% | +5.4% | +11.3% | +12.6% |
| 30D | -12.3% | +9.6% | -21.9% | -18.4% |
| 3M | -17.7% | -7.7% | -10.0% | -12.5% |
| 6M | -28.9% | +14.0% | -43.0% | -36.8% |
| YTD | -22.0% | +10.2% | -32.2% | -30.6% |
| 1Y | -36.8% | +8.9% | -45.7% | -42.8% |
| 3Y | +228.2% | +273.7% | -45.4% | +13.5% |
| 5Y | +91.9% | +410.2% | -318.3% | -54.6% |
| All | +224.0% | +539.6% | -315.6% | -27.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling