-6.2%
IONQ vs MCO
+0.4%
-6.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.4% | +1.6% |
| 7D | +0.8% | -4.2% | +5.0% | +1.5% |
| 30D | -1.0% | +2.2% | -3.2% | -1.6% |
| 3M | -39.8% | +10.1% | -49.9% | -41.8% |
| 6M | +6.4% | +5.3% | +1.2% | +4.2% |
| YTD | -11.9% | -2.7% | -9.2% | -15.8% |
| 1Y | -6.2% | -0.4% | -5.8% | -8.5% |
| All | -6.2% | +0.4% | -6.5% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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