-37.4%
IONQ vs RY
+41.1%
-78.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.2% | -3.4% |
| 7D | +15.3% | -3.0% | +18.3% | +20.5% |
| 30D | -6.1% | +6.3% | -12.3% | -14.3% |
| 3M | -21.6% | -2.6% | -19.0% | -18.5% |
| 6M | -40.1% | +13.9% | -54.1% | -53.8% |
| YTD | -24.1% | +21.7% | -45.8% | -49.2% |
| 1Y | -37.4% | +40.4% | -77.9% | -73.1% |
| All | -37.4% | +41.1% | -78.5% | -73.1% |
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