+202.0%
IONQ vs AAL
-16.8%
+218.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.9% | +21.5% | +22.2% |
| 7D | +8.6% | +4.6% | +4.0% | +5.5% |
| 30D | -21.1% | +2.6% | -23.7% | -22.1% |
| 3M | -17.9% | -17.8% | -0.1% | -7.4% |
| 6M | -37.9% | +1.9% | -39.8% | -40.1% |
| YTD | -27.3% | -14.0% | -13.3% | -22.8% |
| 1Y | -43.2% | +0.2% | -43.4% | -45.2% |
| 3Y | +191.0% | +13.0% | +178.0% | +147.4% |
| 5Y | +69.3% | -39.6% | +108.9% | +83.4% |
| All | +202.0% | -16.8% | +218.9% | +235.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling