+265.9%
IONQ vs JCI
+244.2%
+21.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | -0.4% |
| 7D | +0.8% | +3.8% | -3.0% | -2.5% |
| 30D | -1.0% | -5.7% | +4.6% | +4.0% |
| 3M | -39.8% | -1.4% | -38.4% | -39.3% |
| 6M | +6.4% | +4.1% | +2.3% | +1.1% |
| YTD | -11.9% | +21.7% | -33.7% | -29.2% |
| 1Y | -6.2% | +36.1% | -42.3% | -32.3% |
| 3Y | +125.7% | +154.4% | -28.7% | -4.7% |
| 5Y | +296.0% | +112.0% | +184.0% | +78.2% |
| All | +265.9% | +244.2% | +21.7% | +42.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling