+265.9%
IONQ vs AZN
+80.9%
+185.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.5% | +1.6% |
| 7D | +0.8% | 0.0% | +0.8% | +0.8% |
| 30D | -1.0% | +0.7% | -1.8% | -1.2% |
| 3M | -39.8% | -10.5% | -29.3% | -38.5% |
| 6M | +6.4% | -19.3% | +25.7% | +12.3% |
| YTD | -11.9% | -10.6% | -1.3% | -10.6% |
| 1Y | -6.2% | +0.5% | -6.7% | -8.7% |
| 3Y | +125.7% | +25.9% | +99.8% | +97.1% |
| 5Y | +296.0% | +52.4% | +243.6% | +236.4% |
| All | +265.9% | +80.9% | +185.0% | +177.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling