+294.8%
IONQ vs RY
+140.8%
+154.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +2.4% |
| 7D | +0.8% | +3.1% | -2.3% | -4.1% |
| 30D | -1.0% | -0.3% | -0.7% | -0.5% |
| 3M | -39.8% | +8.7% | -48.5% | -47.7% |
| 6M | +6.4% | +28.5% | -22.1% | -28.7% |
| YTD | -11.9% | +25.1% | -37.0% | -38.6% |
| 1Y | -6.2% | +46.3% | -52.4% | -49.1% |
| 3Y | +125.7% | +154.9% | -29.2% | -46.0% |
| All | +294.8% | +140.8% | +154.0% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling