-36.8%
IONQ vs MCD
-3.2%
-33.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -0.8% |
| 7D | +16.7% | +7.3% | +9.4% | +22.7% |
| 30D | -12.3% | +20.0% | -32.2% | +0.6% |
| 3M | -17.7% | +3.8% | -21.5% | -14.6% |
| 6M | -28.9% | +3.8% | -32.7% | -25.4% |
| YTD | -22.0% | -5.9% | -16.2% | -18.9% |
| 1Y | -36.8% | -3.2% | -33.6% | -34.2% |
| All | -36.8% | -3.2% | -33.6% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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