+265.9%
IONQ vs RRC
+536.1%
-270.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.5% |
| 7D | +0.8% | +1.3% | -0.5% | +0.4% |
| 30D | -1.0% | +10.1% | -11.1% | -4.1% |
| 3M | -39.8% | +4.0% | -43.8% | -40.9% |
| 6M | +6.4% | +1.6% | +4.9% | +4.2% |
| YTD | -11.9% | +19.7% | -31.6% | -18.7% |
| 1Y | -6.2% | +21.4% | -27.6% | -14.2% |
| 3Y | +125.7% | +29.7% | +96.0% | +103.0% |
| 5Y | +296.0% | +153.9% | +142.1% | +219.2% |
| All | +265.9% | +536.1% | -270.2% | +193.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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