+53.2%
IONQ vs SHOP
-3.5%
+56.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.7% | -7.7% | -8.4% |
| 7D | +16.8% | +2.1% | +14.7% | +15.8% |
| 30D | -11.1% | -16.8% | +5.7% | -0.8% |
| 3M | -31.7% | -2.4% | -29.3% | -31.9% |
| 6M | -44.8% | +47.0% | -91.8% | -59.1% |
| YTD | -31.2% | -8.8% | -22.4% | -33.7% |
| 1Y | -39.1% | -6.3% | -32.9% | -42.4% |
| 3Y | +189.5% | +139.3% | +50.2% | +35.8% |
| 5Y | +53.2% | -12.1% | +65.2% | +120.3% |
| All | +53.2% | -3.5% | +56.6% | +120.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling