+49.5%
UBER vs IONQ
+52.1%
-2.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +23.4% | -23.7% | -3.8% |
| 7D | +5.1% | +8.6% | -3.5% | +3.2% |
| 30D | +0.2% | -21.1% | +21.3% | +2.9% |
| 3M | -2.7% | -17.9% | +15.2% | -1.3% |
| 6M | -13.4% | -37.9% | +24.6% | -10.2% |
| YTD | -16.1% | -27.3% | +11.2% | -17.0% |
| 1Y | -25.5% | -43.2% | +17.7% | -24.0% |
| 3Y | +42.5% | +191.0% | -148.5% | -13.3% |
| All | +49.5% | +52.1% | -2.6% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IONQ.
Daily Out/Under-Performance
Portfolio return minus IONQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONQ 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 IONQ 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