-39.1%
IONQ vs JBL
+23.4%
-62.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.4% | -9.8% | -9.7% |
| 7D | +16.8% | +10.0% | +6.8% | +8.4% |
| 30D | -11.1% | -18.2% | +7.1% | +3.7% |
| 3M | -31.7% | -29.0% | -2.7% | -11.9% |
| 6M | -44.8% | -25.9% | -18.9% | -31.2% |
| YTD | -31.2% | +14.1% | -45.3% | -35.1% |
| 1Y | -39.1% | +21.7% | -60.8% | -48.7% |
| All | -39.1% | +23.4% | -62.6% | -48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling