+294.8%
IONQ vs RTX
+168.2%
+126.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +1.9% | +1.6% |
| 7D | +0.8% | -5.2% | +6.0% | +3.6% |
| 30D | -1.0% | -9.4% | +8.4% | +4.1% |
| 3M | -39.8% | +12.3% | -52.1% | -44.3% |
| 6M | +6.4% | -3.1% | +9.6% | +7.1% |
| YTD | -11.9% | +10.7% | -22.6% | -18.0% |
| 1Y | -6.2% | +28.4% | -34.6% | -19.8% |
| 3Y | +125.7% | +147.1% | -21.4% | +32.6% |
| All | +294.8% | +168.2% | +126.6% | +105.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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