+294.8%
IONQ vs SO
+58.2%
+236.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.2% |
| 7D | +0.8% | -0.2% | +1.0% | +0.8% |
| 30D | -1.0% | -4.6% | +3.6% | -1.5% |
| 3M | -39.8% | -3.0% | -36.8% | -40.1% |
| 6M | +6.4% | -8.3% | +14.7% | +5.8% |
| YTD | -11.9% | +3.5% | -15.5% | -12.1% |
| 1Y | -6.2% | -0.9% | -5.2% | -6.3% |
| 3Y | +125.7% | +45.4% | +80.3% | +113.0% |
| All | +294.8% | +58.2% | +236.6% | +316.4% |
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