+37.2%
IONQ vs RY
+124.6%
-87.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -2.9% | -7.7% | -5.9% |
| 7D | -16.7% | -1.1% | -15.6% | -15.1% |
| 30D | -38.9% | +4.4% | -43.4% | -43.1% |
| 3M | -33.8% | -2.9% | -30.9% | -30.6% |
| 6M | -44.9% | +15.6% | -60.5% | -57.1% |
| YTD | -41.1% | +21.8% | -62.9% | -57.7% |
| 1Y | -52.3% | +42.6% | -94.9% | -73.6% |
| 3Y | +128.2% | +160.9% | -32.7% | -50.4% |
| 5Y | +37.2% | +126.1% | -88.9% | -65.2% |
| All | +37.2% | +124.6% | -87.5% | -65.2% |
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