-36.8%
IONQ vs RCL
+33.5%
-70.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.8% | -1.3% |
| 7D | +16.7% | +8.5% | +8.2% | +14.1% |
| 30D | -12.3% | +20.4% | -32.7% | -16.9% |
| 3M | -17.7% | +11.0% | -28.7% | -20.4% |
| 6M | -28.9% | +24.9% | -53.8% | -33.6% |
| YTD | -22.0% | +23.9% | -45.9% | -24.9% |
| 1Y | -36.8% | +30.8% | -67.6% | -36.7% |
| All | -36.8% | +33.5% | -70.4% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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