+294.8%
IONQ vs RCL
+249.6%
+45.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +0.8% | -5.1% | +5.9% | +4.1% |
| 30D | -1.0% | -19.0% | +18.0% | +12.8% |
| 3M | -39.8% | -9.6% | -30.2% | -36.7% |
| 6M | +6.4% | -6.7% | +13.1% | +8.8% |
| YTD | -11.9% | -3.9% | -8.0% | -14.6% |
| 1Y | -6.2% | -25.1% | +18.9% | +6.0% |
| 3Y | +125.7% | +179.1% | -53.4% | +1.9% |
| All | +294.8% | +249.6% | +45.2% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling