+294.8%
IONQ vs AAL
-32.2%
+327.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | 0.0% | +0.4% |
| 7D | +0.8% | -3.7% | +4.6% | +3.4% |
| 30D | -1.0% | -20.8% | +19.8% | +15.8% |
| 3M | -39.8% | -1.3% | -38.5% | -40.8% |
| 6M | +6.4% | +5.4% | +1.1% | -0.7% |
| YTD | -11.9% | -14.4% | +2.4% | -6.1% |
| 1Y | -6.2% | +2.1% | -8.3% | -11.9% |
| 3Y | +125.7% | -10.6% | +136.3% | +116.1% |
| All | +294.8% | -32.2% | +327.0% | +355.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling