+274.7%
IONQ vs JCI
+247.6%
+27.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +1.5% |
| 7D | +7.1% | +5.1% | +2.0% | +2.6% |
| 30D | -8.9% | -3.8% | -5.1% | -5.8% |
| 3M | -35.6% | +1.9% | -37.4% | -37.1% |
| 6M | +13.3% | +11.2% | +2.1% | +1.4% |
| YTD | -9.8% | +22.9% | -32.8% | -28.1% |
| 1Y | -1.3% | +37.4% | -38.7% | -29.4% |
| 3Y | +109.3% | +167.8% | -58.6% | -15.1% |
| 5Y | +304.7% | +115.0% | +189.7% | +80.4% |
| All | +274.7% | +247.6% | +27.1% | +45.1% |
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