+265.9%
IONQ vs ROKU
-54.2%
+320.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +2.2% |
| 7D | +0.8% | -1.3% | +2.1% | +1.5% |
| 30D | -1.0% | +5.9% | -6.9% | -3.9% |
| 3M | -39.8% | +23.9% | -63.7% | -46.9% |
| 6M | +6.4% | +59.6% | -53.1% | -17.0% |
| YTD | -11.9% | +43.4% | -55.3% | -27.5% |
| 1Y | -6.2% | +60.2% | -66.3% | -27.4% |
| 3Y | +125.7% | +90.4% | +35.3% | +41.2% |
| 5Y | +296.0% | -54.5% | +350.5% | +231.7% |
| All | +265.9% | -54.2% | +320.2% | +214.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 all: compounded portfolio wealth divided by compounded ROKU 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…
all analysis · Full analysis span regression · 6 months rolling