-36.4%
IONQ vs AZN
+6.0%
-42.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | 0.0% | -6.5% | -6.4% |
| 7D | -11.5% | -1.1% | -10.4% | -11.6% |
| 30D | -8.1% | +13.8% | -21.9% | -6.4% |
| 3M | -35.8% | +17.3% | -53.1% | -34.0% |
| 6M | -47.7% | -1.7% | -46.0% | -46.4% |
| YTD | -35.6% | +1.4% | -37.0% | -35.5% |
| 1Y | -36.4% | +5.2% | -41.6% | -36.7% |
| All | -36.4% | +6.0% | -42.4% | -36.7% |
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