+227.2%
IONQ vs JCI
+236.9%
-9.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.8% | +3.6% | +4.1% |
| 7D | +25.5% | -3.4% | +28.9% | +30.0% |
| 30D | -11.4% | -10.1% | -1.3% | -2.3% |
| 3M | -20.5% | -6.8% | -13.7% | -15.4% |
| 6M | -28.2% | +2.0% | -30.2% | -30.0% |
| YTD | -21.2% | +19.2% | -40.4% | -35.4% |
| 1Y | -40.4% | +16.7% | -57.1% | -50.1% |
| 3Y | +214.7% | +194.3% | +20.4% | +18.3% |
| 5Y | +56.9% | +103.0% | -46.2% | -27.2% |
| All | +227.2% | +236.9% | -9.7% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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