-21.9%
IONQ vs LUMN
+11.9%
-33.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.2% | -1.0% |
| 7D | -7.0% | +2.5% | -9.5% | -8.1% |
| 30D | -18.7% | +10.3% | -29.0% | -22.2% |
| 3M | -36.6% | -18.3% | -18.4% | -32.0% |
| 6M | +7.2% | +4.4% | +2.9% | +7.7% |
| YTD | -18.1% | -10.7% | -7.4% | -15.8% |
| 1Y | -21.9% | +14.0% | -35.8% | -21.2% |
| All | -21.9% | +11.9% | -33.8% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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