-16.0%
IONQ vs AZO
-32.7%
+16.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.6% |
| 7D | -5.6% | -2.9% | -2.7% | -6.2% |
| 30D | -15.2% | -5.3% | -9.9% | -16.0% |
| 3M | -34.9% | -7.3% | -27.6% | -35.6% |
| 6M | +4.9% | -22.7% | +27.6% | +1.2% |
| YTD | -17.9% | -15.0% | -2.9% | -15.4% |
| 1Y | -16.0% | -32.2% | +16.2% | -22.0% |
| All | -16.0% | -32.7% | +16.7% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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