-44.7%
IONQ vs AZN
+18.4%
-63.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.3% | -1.0% |
| 7D | -8.9% | +11.5% | -20.4% | -7.1% |
| 30D | -31.3% | +20.8% | -52.0% | -29.0% |
| 3M | -29.2% | +21.5% | -50.7% | -26.5% |
| 6M | -35.4% | +3.0% | -38.5% | -33.9% |
| YTD | -34.2% | +3.9% | -38.0% | -33.4% |
| 1Y | -44.7% | +16.4% | -61.1% | -46.4% |
| All | -44.7% | +18.4% | -63.1% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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