+76.9%
IONQ vs SO
+77.0%
-0.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.6% |
| 7D | +15.3% | +0.8% | +14.5% | +15.4% |
| 30D | -6.1% | +7.8% | -13.9% | -5.2% |
| 3M | -21.6% | +2.9% | -24.5% | -21.1% |
| 6M | -40.1% | +2.5% | -42.6% | -39.8% |
| YTD | -24.1% | +10.3% | -34.4% | -23.7% |
| 1Y | -37.4% | +6.4% | -43.8% | -37.0% |
| 3Y | +219.5% | +52.8% | +166.7% | +197.2% |
| 5Y | +76.9% | +78.7% | -1.7% | +95.5% |
| All | +76.9% | +77.0% | -0.1% | +95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling