+45.7%
IONQ vs AAL
-35.4%
+81.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.1% | -5.4% | -5.7% |
| 7D | -11.5% | -0.1% | -11.4% | -11.1% |
| 30D | -8.1% | +11.7% | -19.8% | -14.5% |
| 3M | -35.8% | -12.5% | -23.2% | -29.2% |
| 6M | -47.7% | +3.6% | -51.4% | -50.0% |
| YTD | -35.6% | -14.1% | -21.5% | -31.2% |
| 1Y | -36.4% | +0.8% | -37.2% | -39.3% |
| 3Y | +150.0% | +11.8% | +138.2% | +102.3% |
| All | +45.7% | -35.4% | +81.2% | +66.9% |
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