-39.1%
IONQ vs SO
+4.8%
-43.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.5% | -7.9% | -10.6% |
| 7D | +16.8% | -0.9% | +17.7% | +15.8% |
| 30D | -11.1% | +4.9% | -16.1% | -7.3% |
| 3M | -31.7% | +0.8% | -32.5% | -30.5% |
| 6M | -44.8% | +0.6% | -45.3% | -43.8% |
| YTD | -31.2% | +8.7% | -39.9% | -27.7% |
| 1Y | -39.1% | +4.0% | -43.1% | -26.9% |
| All | -39.1% | +4.8% | -43.9% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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