+278.7%
IONQ vs AZN
+51.7%
+227.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.9% | -3.8% | -5.3% |
| 7D | +1.3% | -2.9% | +4.2% | +2.1% |
| 30D | -10.3% | -3.1% | -7.3% | -9.7% |
| 3M | -32.7% | -14.4% | -18.3% | -30.4% |
| 6M | +6.3% | -19.5% | +25.8% | +11.9% |
| YTD | -15.0% | -13.8% | -1.2% | -13.0% |
| 1Y | -13.3% | -2.4% | -10.9% | -15.2% |
| 3Y | +97.2% | +21.3% | +75.9% | +73.5% |
| 5Y | +278.7% | +53.6% | +225.1% | +230.5% |
| All | +278.7% | +51.7% | +227.1% | +230.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling