+52.8%
IONQ vs DAL
+101.3%
-48.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +2.2% | +21.3% | +21.7% |
| 7D | +8.6% | +8.8% | -0.2% | +1.3% |
| 30D | -21.1% | +5.4% | -26.5% | -24.1% |
| 3M | -17.9% | -4.9% | -12.9% | -14.4% |
| 6M | -37.9% | +19.8% | -57.8% | -47.1% |
| YTD | -27.3% | +27.0% | -54.3% | -41.0% |
| 1Y | -43.2% | +52.5% | -95.7% | -60.5% |
| 3Y | +191.0% | +173.8% | +17.1% | +16.3% |
| All | +52.8% | +101.3% | -48.5% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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