+108.3%
IONQ vs O
+28.8%
+79.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.6% |
| 7D | +0.8% | -0.7% | +1.6% | +1.1% |
| 30D | -1.0% | -1.9% | +0.9% | -0.4% |
| 3M | -39.8% | +3.8% | -43.7% | -41.9% |
| 6M | +6.4% | -4.7% | +11.2% | +8.3% |
| YTD | -11.9% | +12.5% | -24.4% | -18.7% |
| 1Y | -6.2% | +10.8% | -17.0% | -12.6% |
| All | +108.3% | +28.8% | +79.5% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 3y: compounded portfolio wealth divided by compounded O 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…
3y analysis · Full analysis span regression · 6 months rolling