-36.8%
IONQ vs SHOP
-6.7%
-30.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | +0.3% |
| 7D | +16.7% | +2.8% | +13.8% | +16.0% |
| 30D | -12.3% | -14.2% | +1.9% | -7.7% |
| 3M | -17.7% | -5.5% | -12.2% | -16.6% |
| 6M | -28.9% | +32.8% | -61.7% | -38.6% |
| YTD | -22.0% | -8.9% | -13.1% | -20.4% |
| 1Y | -36.8% | -7.7% | -29.1% | -36.6% |
| All | -36.8% | -6.7% | -30.1% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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