+56.9%
IONQ vs HPQ
+8.0%
+48.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.7% | +9.1% | +8.8% |
| 7D | +25.5% | -0.6% | +26.1% | +25.1% |
| 30D | -11.4% | -6.5% | -4.9% | -8.8% |
| 3M | -20.5% | -5.1% | -15.4% | -21.5% |
| 6M | -28.2% | +27.3% | -55.5% | -45.1% |
| YTD | -21.2% | +31.7% | -52.9% | -41.9% |
| 1Y | -40.4% | +13.0% | -53.3% | -50.6% |
| 3Y | +214.7% | +18.3% | +196.4% | +135.4% |
| 5Y | +56.9% | +7.4% | +49.5% | +36.4% |
| All | +56.9% | +8.0% | +48.8% | +36.4% |
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