-21.9%
IONQ vs AZN
+0.1%
-22.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.6% | -0.2% |
| 7D | -7.0% | -1.6% | -5.5% | -7.2% |
| 30D | -18.7% | +1.1% | -19.7% | -18.4% |
| 3M | -36.6% | -12.1% | -24.5% | -37.0% |
| 6M | +7.2% | -17.1% | +24.4% | +6.9% |
| YTD | -18.1% | -12.0% | -6.1% | -18.7% |
| 1Y | -21.9% | -0.2% | -21.7% | -20.6% |
| All | -21.9% | +0.1% | -22.0% | -20.6% |
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