-36.2%
IONQ vs PEP
+3.6%
-39.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.4% | +8.0% | +8.7% |
| 7D | +25.5% | +1.0% | +24.4% | +27.0% |
| 30D | -11.4% | +12.6% | -24.0% | -0.5% |
| 3M | -20.5% | +3.1% | -23.6% | -16.3% |
| 6M | -28.2% | -6.3% | -21.9% | -28.5% |
| YTD | -21.2% | +1.9% | -23.1% | -15.4% |
| All | -36.2% | +3.6% | -39.8% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 PEP 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