+265.9%
IONQ vs SHOP
+27.5%
+238.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.6% |
| 7D | +0.8% | -5.1% | +5.9% | +3.9% |
| 30D | -1.0% | +0.6% | -1.6% | -1.6% |
| 3M | -39.8% | +25.0% | -64.8% | -49.1% |
| 6M | +6.4% | +11.9% | -5.5% | -6.8% |
| YTD | -11.9% | -9.9% | -2.1% | -13.1% |
| 1Y | -6.2% | 0.0% | -6.1% | -14.1% |
| 3Y | +125.7% | +117.5% | +8.2% | +17.5% |
| 5Y | +296.0% | -6.6% | +302.6% | +185.7% |
| All | +265.9% | +27.5% | +238.4% | +138.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling