+265.9%
IONQ vs SO
+77.7%
+188.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.6% |
| 3M | -39.8% | -3.0% | -36.8% | -40.0% |
| 6M | +6.4% | -8.3% | +14.7% | +5.7% |
| YTD | -11.9% | +3.5% | -15.5% | -12.0% |
| 1Y | -6.2% | -0.9% | -5.2% | -6.3% |
| 3Y | +125.7% | +45.4% | +80.3% | +117.4% |
| 5Y | +296.0% | +59.6% | +236.4% | +319.2% |
| All | +265.9% | +77.7% | +188.2% | +309.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling