-36.2%
IONQ vs LTH
+83.5%
-119.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.5% | +8.8% | +8.5% |
| 7D | +25.5% | +7.0% | +18.4% | +21.2% |
| 30D | -11.4% | +15.4% | -26.8% | -17.5% |
| 3M | -20.5% | +7.0% | -27.5% | -23.4% |
| 6M | -28.2% | +46.9% | -75.1% | -43.9% |
| YTD | -21.2% | +76.4% | -97.6% | -44.0% |
| All | -36.2% | +83.5% | -119.6% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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