-44.7%
IONQ vs NEE
+11.3%
-55.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.9% | -6.4% | -0.5% |
| 7D | -8.9% | +9.2% | -18.1% | -7.3% |
| 30D | -31.3% | +16.0% | -47.2% | -29.4% |
| 3M | -29.2% | +2.2% | -31.4% | -28.1% |
| 6M | -35.4% | -6.0% | -29.4% | -34.1% |
| YTD | -34.2% | +12.6% | -46.7% | -37.1% |
| 1Y | -44.7% | +11.4% | -56.0% | -50.0% |
| All | -44.7% | +11.3% | -55.9% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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