+45.7%
IONQ vs RTX
+146.7%
-101.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.1% | -6.5% | -6.5% |
| 7D | -11.5% | +4.8% | -16.2% | -13.3% |
| 30D | -8.1% | +6.5% | -14.6% | -11.1% |
| 3M | -35.8% | -9.6% | -26.2% | -32.7% |
| 6M | -47.7% | +12.3% | -60.1% | -51.9% |
| YTD | -35.6% | +9.5% | -45.1% | -40.0% |
| 1Y | -36.4% | +15.8% | -52.2% | -42.5% |
| 3Y | +150.0% | +157.0% | -7.0% | +43.4% |
| All | +45.7% | +146.7% | -101.0% | -20.3% |
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