-44.7%
IONQ vs AEE
+13.9%
-58.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.5% | -4.0% | -0.1% |
| 7D | -8.9% | +4.7% | -13.6% | -6.5% |
| 30D | -31.3% | +13.4% | -44.7% | -26.4% |
| 3M | -29.2% | +4.1% | -33.3% | -27.0% |
| 6M | -35.4% | +2.0% | -37.5% | -34.0% |
| YTD | -34.2% | +15.6% | -49.8% | -34.2% |
| 1Y | -44.7% | +14.1% | -58.8% | -43.1% |
| All | -44.7% | +13.9% | -58.6% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling