+44.8%
IONQ vs RY
+123.7%
-79.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.3% | +24.7% | +25.5% |
| 7D | +8.6% | -0.9% | +9.5% | +9.7% |
| 30D | -21.1% | +5.9% | -27.0% | -28.4% |
| 3M | -17.9% | -4.3% | -13.6% | -12.4% |
| 6M | -37.9% | +12.1% | -50.1% | -49.5% |
| YTD | -27.3% | +20.3% | -47.6% | -46.9% |
| 1Y | -43.2% | +41.0% | -84.2% | -68.1% |
| 3Y | +191.0% | +157.5% | +33.5% | -35.8% |
| All | +44.8% | +123.7% | -79.0% | -61.5% |
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 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