-36.2%
IONQ vs UNP
+37.2%
-73.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.4% | +6.0% | +9.7% |
| 7D | +25.5% | -3.3% | +28.7% | +23.4% |
| 30D | -11.4% | +6.7% | -18.1% | -7.6% |
| 3M | -20.5% | +1.8% | -22.3% | -19.1% |
| 6M | -28.2% | +13.3% | -41.6% | -22.2% |
| YTD | -21.2% | +30.3% | -51.6% | -8.4% |
| All | -36.2% | +37.2% | -73.4% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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