-44.7%
IONQ vs RJF
+7.8%
-52.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.3% | -5.8% | -4.4% |
| 7D | -8.9% | +7.2% | -16.1% | -13.4% |
| 30D | -31.3% | +4.9% | -36.2% | -33.6% |
| 3M | -29.2% | -5.5% | -23.7% | -26.2% |
| 6M | -35.4% | +8.0% | -43.4% | -40.4% |
| YTD | -34.2% | +6.2% | -40.3% | -42.4% |
| 1Y | -44.7% | +7.8% | -52.5% | -53.1% |
| All | -44.7% | +7.8% | -52.5% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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