-44.7%
IONQ vs MCO
+9.9%
-54.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.9% | -6.4% | -2.3% |
| 7D | -8.9% | +10.7% | -19.6% | -10.7% |
| 30D | -31.3% | +17.9% | -49.1% | -33.6% |
| 3M | -29.2% | +9.5% | -38.7% | -30.7% |
| 6M | -35.4% | +18.1% | -53.5% | -39.6% |
| YTD | -34.2% | +4.1% | -38.3% | -38.6% |
| 1Y | -44.7% | +9.3% | -54.0% | -48.3% |
| All | -44.7% | +9.9% | -54.6% | -48.3% |
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