+52.8%
IONQ vs RCL
+247.7%
-194.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.4% | +22.0% | +22.6% |
| 7D | +8.6% | +6.5% | +2.1% | +4.1% |
| 30D | -21.1% | +15.9% | -37.0% | -28.1% |
| 3M | -17.9% | +2.7% | -20.5% | -19.8% |
| 6M | -37.9% | +15.2% | -53.2% | -44.5% |
| YTD | -27.3% | +19.2% | -46.5% | -38.8% |
| 1Y | -43.2% | +31.6% | -74.8% | -55.9% |
| 3Y | +191.0% | +274.2% | -83.2% | +7.3% |
| All | +52.8% | +247.7% | -194.9% | -44.3% |
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