+304.7%
IONQ vs HPQ
+30.6%
+274.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.5% | +6.9% | +5.4% |
| 7D | +7.1% | -0.5% | +7.6% | +7.2% |
| 30D | -8.9% | +3.7% | -12.6% | -12.4% |
| 3M | -35.6% | +24.3% | -59.9% | -46.1% |
| 6M | +13.3% | +64.8% | -51.5% | -26.1% |
| YTD | -9.8% | +43.9% | -53.7% | -34.8% |
| 1Y | -1.3% | +11.7% | -13.0% | -13.4% |
| 3Y | +109.3% | +19.7% | +89.6% | +64.4% |
| 5Y | +304.7% | +32.2% | +272.5% | +241.5% |
| All | +304.7% | +30.6% | +274.1% | +241.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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