-39.1%
IONQ vs RY
+39.8%
-78.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.4% | -9.0% | -8.8% |
| 7D | +16.8% | -0.5% | +17.3% | +17.4% |
| 30D | -11.1% | +4.7% | -15.9% | -17.2% |
| 3M | -31.7% | -4.5% | -27.2% | -26.7% |
| 6M | -44.8% | +12.5% | -57.3% | -56.7% |
| YTD | -31.2% | +21.1% | -52.4% | -54.0% |
| 1Y | -39.1% | +38.6% | -77.8% | -73.5% |
| All | -39.1% | +39.8% | -78.9% | -73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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