+265.9%
IONQ vs HPQ
+61.1%
+204.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | -0.1% |
| 7D | +0.8% | +6.9% | -6.1% | -3.5% |
| 30D | -1.0% | +14.4% | -15.5% | -9.9% |
| 3M | -39.8% | +25.6% | -65.4% | -49.1% |
| 6M | +6.4% | +75.0% | -68.6% | -30.9% |
| YTD | -11.9% | +50.7% | -62.6% | -36.5% |
| 1Y | -6.2% | +18.7% | -24.8% | -20.0% |
| 3Y | +125.7% | +21.5% | +104.2% | +82.0% |
| 5Y | +296.0% | +31.6% | +264.4% | +229.7% |
| All | +265.9% | +61.1% | +204.8% | +170.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling