+265.9%
IONQ vs AZO
+152.1%
+113.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | +0.8% | +0.7% | +0.1% | +0.6% |
| 30D | -1.0% | -2.7% | +1.7% | -0.3% |
| 3M | -39.8% | -3.2% | -36.6% | -39.7% |
| 6M | +6.4% | -19.7% | +26.2% | +12.8% |
| YTD | -11.9% | -12.0% | +0.1% | -9.7% |
| 1Y | -6.2% | -29.5% | +23.4% | +3.4% |
| 3Y | +125.7% | +17.3% | +108.4% | +87.7% |
| 5Y | +296.0% | +94.1% | +201.9% | +163.9% |
| All | +265.9% | +152.1% | +113.9% | +127.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling