+91.9%
IONQ vs RCL
+290.3%
-198.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.8% | -1.5% |
| 7D | +16.7% | +8.5% | +8.2% | +11.2% |
| 30D | -12.3% | +20.4% | -32.7% | -21.8% |
| 3M | -17.7% | +11.0% | -28.7% | -23.4% |
| 6M | -28.9% | +24.9% | -53.8% | -39.5% |
| YTD | -22.0% | +23.9% | -45.9% | -35.8% |
| 1Y | -36.8% | +30.8% | -67.6% | -50.4% |
| 3Y | +228.2% | +270.4% | -42.2% | +23.3% |
| 5Y | +91.9% | +296.1% | -204.2% | -35.2% |
| All | +91.9% | +290.3% | -198.4% | -35.2% |
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