+52.8%
IONQ vs O
+10.1%
+42.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.8% | +24.2% | +23.9% |
| 7D | +8.6% | +3.7% | +4.9% | +5.6% |
| 30D | -21.1% | +11.2% | -32.3% | -27.4% |
| 3M | -17.9% | -4.0% | -13.9% | -15.9% |
| 6M | -37.9% | -5.2% | -32.7% | -36.7% |
| YTD | -27.3% | +9.5% | -36.8% | -35.0% |
| 1Y | -43.2% | +10.6% | -53.8% | -49.7% |
| 3Y | +191.0% | +38.1% | +152.9% | +93.0% |
| All | +52.8% | +10.1% | +42.6% | +28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling