+37.2%
IONQ vs DAL
+103.7%
-66.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -4.3% | -6.2% | -7.1% |
| 7D | -16.7% | +4.6% | -21.2% | -20.0% |
| 30D | -38.9% | +2.3% | -41.3% | -40.0% |
| 3M | -33.8% | -8.1% | -25.7% | -29.3% |
| 6M | -44.9% | +21.4% | -66.4% | -53.6% |
| YTD | -41.1% | +24.3% | -65.4% | -51.6% |
| 1Y | -52.3% | +47.4% | -99.7% | -66.1% |
| 3Y | +128.2% | +164.6% | -36.4% | -6.6% |
| 5Y | +37.2% | +100.2% | -63.1% | -33.6% |
| All | +37.2% | +103.7% | -66.5% | -33.6% |
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