+52.8%
IONQ vs SRE
+43.0%
+9.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.1% | +25.5% | +24.8% |
| 7D | +8.6% | -9.2% | +17.8% | +15.7% |
| 30D | -21.1% | -1.9% | -19.2% | -20.4% |
| 3M | -17.9% | -6.5% | -11.3% | -15.4% |
| 6M | -37.9% | -15.2% | -22.7% | -31.7% |
| YTD | -27.3% | -9.5% | -17.8% | -24.7% |
| 1Y | -43.2% | -13.2% | -30.0% | -39.1% |
| 3Y | +191.0% | +19.5% | +171.5% | +150.2% |
| All | +52.8% | +43.0% | +9.8% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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