+56.9%
IONQ vs LNG
+175.6%
-118.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.7% | +5.6% | +6.9% |
| 7D | +25.5% | -8.4% | +33.8% | +31.3% |
| 30D | -11.4% | +2.7% | -14.1% | -13.2% |
| 3M | -20.5% | +11.7% | -32.2% | -26.5% |
| 6M | -28.2% | +19.5% | -47.7% | -37.9% |
| YTD | -21.2% | +48.0% | -69.2% | -42.9% |
| 1Y | -40.4% | +38.4% | -78.7% | -54.8% |
| 3Y | +214.7% | +71.9% | +142.8% | +107.1% |
| 5Y | +56.9% | +179.9% | -123.0% | -41.3% |
| All | +56.9% | +175.6% | -118.8% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 LNG 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