-36.8%
IONQ vs LQD
-2.1%
-34.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | +1.6% |
| 7D | +16.7% | +0.2% | +16.5% | +15.6% |
| 30D | -12.3% | +1.4% | -13.7% | -17.1% |
| 3M | -17.7% | -1.1% | -16.6% | -13.9% |
| 6M | -28.9% | -2.9% | -26.0% | -19.2% |
| YTD | -22.0% | -2.3% | -19.7% | -12.0% |
| 1Y | -36.8% | -2.1% | -34.7% | -29.5% |
| All | -36.8% | -2.1% | -34.7% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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