-39.1%
IONQ vs PCAR
+11.4%
-50.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.7% | -7.7% | -9.0% |
| 7D | +16.8% | +2.1% | +14.7% | +16.2% |
| 30D | -11.1% | -1.2% | -9.9% | -10.7% |
| 3M | -31.7% | -18.6% | -13.1% | -27.9% |
| 6M | -44.8% | -5.1% | -39.7% | -43.5% |
| YTD | -31.2% | -1.8% | -29.5% | -31.9% |
| 1Y | -39.1% | +10.6% | -49.8% | -38.8% |
| All | -39.1% | +11.4% | -50.5% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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