+265.9%
IONQ vs LQD
-5.1%
+271.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.8% | -0.4% | +1.2% | +1.8% |
| 30D | -1.0% | -0.8% | -0.3% | +0.8% |
| 3M | -39.8% | -1.9% | -37.9% | -36.8% |
| 6M | +6.4% | -2.7% | +9.1% | +14.8% |
| YTD | -11.9% | -1.3% | -10.7% | -8.1% |
| 1Y | -6.2% | 0.0% | -6.1% | -5.1% |
| 3Y | +125.7% | +14.9% | +110.8% | +72.7% |
| 5Y | +296.0% | -4.6% | +300.6% | +338.8% |
| All | +265.9% | -5.1% | +271.1% | +273.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling