-13.3%
IONQ vs RJF
+7.7%
-21.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.1% | -5.3% |
| 7D | +1.3% | -0.3% | +1.6% | +1.5% |
| 30D | -10.3% | -2.0% | -8.3% | -9.0% |
| 3M | -32.7% | +16.3% | -49.1% | -41.7% |
| 6M | +6.3% | +16.9% | -10.6% | -8.7% |
| YTD | -15.0% | +10.4% | -25.4% | -24.0% |
| 1Y | -13.3% | +7.4% | -20.7% | -19.9% |
| All | -13.3% | +7.7% | -21.0% | -19.9% |
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