-43.2%
IONQ vs LII
-29.2%
-14.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.0% | +25.4% | +24.0% |
| 7D | +8.6% | -0.6% | +9.2% | +8.6% |
| 30D | -21.1% | -4.6% | -16.5% | -20.3% |
| 3M | -17.9% | -21.2% | +3.3% | -12.0% |
| 6M | -37.9% | -36.4% | -1.5% | -29.8% |
| YTD | -27.3% | -28.9% | +1.6% | -24.9% |
| 1Y | -43.2% | -29.5% | -13.7% | -40.9% |
| All | -43.2% | -29.2% | -14.0% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling