+53.2%
IONQ vs PBF
+441.3%
-388.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +2.2% | -11.6% | -9.8% |
| 7D | +16.8% | +4.3% | +12.5% | +15.8% |
| 30D | -11.1% | -21.8% | +10.7% | -7.8% |
| 3M | -31.7% | +1.7% | -33.5% | -32.8% |
| 6M | -44.8% | +69.8% | -114.6% | -50.8% |
| YTD | -31.2% | +167.7% | -199.0% | -45.7% |
| 1Y | -39.1% | +89.0% | -128.1% | -48.2% |
| 3Y | +189.5% | +78.8% | +110.7% | +131.0% |
| 5Y | +53.2% | +415.4% | -362.3% | -5.7% |
| All | +53.2% | +441.3% | -388.1% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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