-36.8%
IONQ vs LII
-28.7%
-8.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.9% |
| 7D | +16.7% | +0.4% | +16.3% | +16.5% |
| 30D | -12.3% | -2.4% | -9.9% | -11.9% |
| 3M | -17.7% | -17.5% | -0.2% | -13.1% |
| 6M | -28.9% | -32.8% | +3.9% | -21.1% |
| YTD | -22.0% | -27.7% | +5.7% | -19.7% |
| 1Y | -36.8% | -28.1% | -8.7% | -34.2% |
| All | -36.8% | -28.7% | -8.1% | -34.2% |
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