+79.8%
IONQ vs LIN
+70.5%
+9.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -3.3% |
| 7D | -8.9% | +3.3% | -12.2% | -11.3% |
| 30D | -31.3% | +8.8% | -40.0% | -35.7% |
| 3M | -29.2% | +8.6% | -37.8% | -34.1% |
| 6M | -35.4% | +7.0% | -42.4% | -40.2% |
| YTD | -34.2% | +24.3% | -58.4% | -48.3% |
| 1Y | -44.7% | +27.3% | -71.9% | -57.8% |
| 3Y | +155.1% | +38.9% | +116.2% | +77.1% |
| 5Y | +79.8% | +69.4% | +10.4% | +1.4% |
| All | +79.8% | +70.5% | +9.3% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 5y: compounded portfolio wealth divided by compounded LIN 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…
5y analysis · Full analysis span regression · 6 months rolling