+224.0%
IONQ vs JBL
+492.5%
-268.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.1% |
| 7D | +16.7% | -8.1% | +24.7% | +25.4% |
| 30D | -12.3% | -18.4% | +6.2% | +3.9% |
| 3M | -17.7% | -25.8% | +8.0% | +3.6% |
| 6M | -28.9% | -29.6% | +0.7% | -5.3% |
| YTD | -22.0% | +9.6% | -31.7% | -29.3% |
| 1Y | -36.8% | +14.1% | -50.9% | -44.6% |
| 3Y | +228.2% | +95.9% | +132.3% | +70.6% |
| 5Y | +91.9% | +298.3% | -206.4% | -50.6% |
| All | +224.0% | +492.5% | -268.5% | -37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling