+202.0%
IONQ vs JBL
+467.1%
-265.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.2% | +22.3% | +22.5% |
| 7D | +8.6% | -12.3% | +20.9% | +21.5% |
| 30D | -21.1% | -20.2% | -0.9% | -5.0% |
| 3M | -17.9% | -30.6% | +12.7% | +9.2% |
| 6M | -37.9% | -35.8% | -2.2% | -10.9% |
| YTD | -27.3% | +4.9% | -32.2% | -31.8% |
| 1Y | -43.2% | +11.3% | -54.5% | -49.4% |
| 3Y | +191.0% | +89.1% | +101.9% | +55.2% |
| 5Y | +69.3% | +272.1% | -202.8% | -54.5% |
| All | +202.0% | +467.1% | -265.0% | -39.4% |
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