+274.7%
IONQ vs AAL
-18.5%
+293.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +3.4% |
| 7D | +7.1% | -0.3% | +7.4% | +7.2% |
| 30D | -8.9% | -19.0% | +10.1% | +3.5% |
| 3M | -35.6% | -5.1% | -30.5% | -34.7% |
| 6M | +13.3% | +15.5% | -2.2% | +1.1% |
| YTD | -9.8% | -15.8% | +6.0% | -3.2% |
| 1Y | -1.3% | -0.3% | -1.0% | -4.8% |
| 3Y | +109.3% | -7.7% | +116.9% | +100.4% |
| 5Y | +304.7% | -32.5% | +337.2% | +339.6% |
| All | +274.7% | -18.5% | +293.3% | +320.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 10y: compounded portfolio wealth divided by compounded AAL 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…
10y analysis · Full analysis span regression · 6 months rolling