+44.8%
IONQ vs AEE
+57.3%
-12.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | 0.0% | +23.4% | +23.4% |
| 7D | +8.6% | +2.1% | +6.5% | +8.4% |
| 30D | -21.1% | +11.4% | -32.5% | -21.8% |
| 3M | -17.9% | +5.0% | -22.8% | -18.1% |
| 6M | -37.9% | +4.4% | -42.4% | -38.4% |
| YTD | -27.3% | +15.4% | -42.7% | -29.3% |
| 1Y | -43.2% | +13.8% | -57.0% | -44.6% |
| 3Y | +191.0% | +58.0% | +133.0% | +167.9% |
| All | +44.8% | +57.3% | -12.5% | +56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling