+167.2%
IONQ vs AAL
+13.8%
+153.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -5.6% | -3.8% | -5.8% |
| 7D | +16.8% | +2.9% | +13.8% | +15.2% |
| 30D | -11.1% | +6.5% | -17.6% | -14.2% |
| 3M | -31.7% | -10.9% | -20.9% | -26.2% |
| 6M | -44.8% | +4.9% | -49.7% | -47.4% |
| YTD | -31.2% | -13.2% | -18.0% | -27.4% |
| 1Y | -39.1% | -1.1% | -38.0% | -40.9% |
| All | +167.2% | +13.8% | +153.4% | +84.5% |
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