+304.7%
IONQ vs AEE
+43.4%
+261.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +2.3% |
| 7D | +7.1% | +1.3% | +5.8% | +7.0% |
| 30D | -8.9% | -1.2% | -7.7% | -8.8% |
| 3M | -35.6% | +1.0% | -36.6% | -36.0% |
| 6M | +13.3% | -2.3% | +15.5% | +13.0% |
| YTD | -9.8% | +9.1% | -18.9% | -11.5% |
| 1Y | -1.3% | +10.6% | -11.9% | -3.4% |
| 3Y | +109.3% | +48.5% | +60.8% | +98.2% |
| 5Y | +304.7% | +39.9% | +264.8% | +288.2% |
| All | +304.7% | +43.4% | +261.3% | +288.2% |
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