-44.7%
IONQ vs WCC
+24.5%
-69.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.9% | +8.4% | +5.9% |
| 7D | -8.9% | -8.8% | -0.1% | -3.2% |
| 30D | -31.3% | -16.0% | -15.2% | -22.0% |
| 3M | -29.2% | -15.2% | -14.0% | -20.6% |
| 6M | -35.4% | -8.4% | -27.1% | -31.3% |
| YTD | -34.2% | +30.1% | -64.3% | -45.4% |
| 1Y | -44.7% | +26.4% | -71.1% | -54.2% |
| All | -44.7% | +24.5% | -69.1% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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