+45.7%
IONQ vs PEP
+5.2%
+40.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.2% | -8.7% | -5.7% |
| 7D | -11.5% | +2.9% | -14.4% | -10.6% |
| 30D | -8.1% | +12.5% | -20.6% | -4.5% |
| 3M | -35.8% | +4.5% | -40.3% | -34.3% |
| 6M | -47.7% | -0.5% | -47.2% | -46.8% |
| YTD | -35.6% | +4.4% | -40.1% | -34.0% |
| 1Y | -36.4% | +4.4% | -40.7% | -34.8% |
| 3Y | +150.0% | -3.4% | +153.4% | +151.7% |
| All | +45.7% | +5.2% | +40.5% | +48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling