+274.7%
IONQ vs JBL
+640.8%
-366.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +1.9% |
| 7D | +7.1% | +4.4% | +2.7% | +3.4% |
| 30D | -8.9% | -8.4% | -0.5% | -2.1% |
| 3M | -35.6% | -14.2% | -21.4% | -26.9% |
| 6M | +13.3% | +29.6% | -16.3% | -7.5% |
| YTD | -9.8% | +37.1% | -46.9% | -31.0% |
| 1Y | -1.3% | +49.5% | -50.8% | -30.7% |
| 3Y | +109.3% | +192.7% | -83.4% | -23.2% |
| 5Y | +304.7% | +411.3% | -106.6% | -12.9% |
| All | +274.7% | +640.8% | -366.1% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 10y: compounded portfolio wealth divided by compounded JBL 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…
10y analysis · Full analysis span regression · 6 months rolling