+52.8%
IONQ vs LNT
+51.7%
+1.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.0% | +24.5% | +23.5% |
| 7D | +8.6% | +1.4% | +7.2% | +8.4% |
| 30D | -21.1% | +12.3% | -33.4% | -22.0% |
| 3M | -17.9% | +5.3% | -23.2% | -18.2% |
| 6M | -37.9% | +2.0% | -40.0% | -38.2% |
| YTD | -27.3% | +15.3% | -42.6% | -29.2% |
| 1Y | -43.2% | +12.3% | -55.5% | -44.4% |
| 3Y | +191.0% | +59.1% | +131.9% | +169.2% |
| All | +52.8% | +51.7% | +1.1% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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