+202.0%
IONQ vs AEE
+71.9%
+130.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | 0.0% | +23.4% | +23.4% |
| 7D | +8.6% | +2.1% | +6.5% | +8.6% |
| 30D | -21.1% | +11.4% | -32.5% | -21.3% |
| 3M | -17.9% | +5.0% | -22.8% | -17.9% |
| 6M | -37.9% | +4.4% | -42.4% | -38.1% |
| YTD | -27.3% | +15.4% | -42.7% | -28.4% |
| 1Y | -43.2% | +13.8% | -57.0% | -43.9% |
| 3Y | +191.0% | +58.0% | +133.0% | +180.2% |
| 5Y | +69.3% | +52.9% | +16.3% | +70.8% |
| All | +202.0% | +71.9% | +130.2% | +234.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling