+278.7%
IONQ vs AZO
+86.9%
+191.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.4% | -4.4% | -5.4% |
| 7D | +1.3% | -0.8% | +2.1% | +1.6% |
| 30D | -10.3% | -5.1% | -5.2% | -9.1% |
| 3M | -32.7% | -7.2% | -25.5% | -31.6% |
| 6M | +6.3% | -20.7% | +27.1% | +13.6% |
| YTD | -15.0% | -14.2% | -0.8% | -12.1% |
| 1Y | -13.3% | -32.2% | +18.8% | -2.3% |
| 3Y | +97.2% | +11.1% | +86.1% | +62.8% |
| 5Y | +278.7% | +87.6% | +191.2% | +71.6% |
| All | +278.7% | +86.9% | +191.8% | +71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling