+265.9%
IONQ vs RY
+209.2%
+56.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +2.3% |
| 7D | +0.8% | +3.1% | -2.3% | -3.7% |
| 30D | -1.0% | -0.3% | -0.7% | -0.5% |
| 3M | -39.8% | +8.7% | -48.5% | -47.1% |
| 6M | +6.4% | +28.5% | -22.1% | -26.4% |
| YTD | -11.9% | +25.1% | -37.0% | -36.8% |
| 1Y | -6.2% | +46.3% | -52.4% | -46.5% |
| 3Y | +125.7% | +154.9% | -29.2% | -38.0% |
| 5Y | +296.0% | +140.3% | +155.7% | +19.1% |
| All | +265.9% | +209.2% | +56.7% | +2.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling