-36.4%
IONQ vs LII
-26.1%
-10.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.1% | -7.5% | -6.7% |
| 7D | -11.5% | +2.9% | -14.4% | -12.1% |
| 30D | -8.1% | +0.9% | -9.0% | -8.6% |
| 3M | -35.8% | -15.5% | -20.3% | -32.7% |
| 6M | -47.7% | -30.2% | -17.5% | -42.7% |
| YTD | -35.6% | -26.8% | -8.8% | -33.2% |
| 1Y | -36.4% | -25.3% | -11.1% | -34.2% |
| All | -36.4% | -26.1% | -10.3% | -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