+191.0%
IONQ vs AAL
+9.3%
+181.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.9% | +21.5% | +22.2% |
| 7D | +8.6% | +4.6% | +4.0% | +5.4% |
| 30D | -21.1% | +2.6% | -23.7% | -22.2% |
| 3M | -17.9% | -17.8% | -0.1% | -7.1% |
| 6M | -37.9% | +1.9% | -39.8% | -40.3% |
| YTD | -27.3% | -14.0% | -13.3% | -23.0% |
| 1Y | -43.2% | +0.2% | -43.4% | -45.5% |
| 3Y | +191.0% | +13.0% | +178.0% | +94.8% |
| All | +191.0% | +9.3% | +181.7% | +94.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling