+109.3%
IONQ vs LUV
+39.7%
+69.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.8% | +3.7% |
| 7D | +7.1% | +3.1% | +4.0% | +5.3% |
| 30D | -8.9% | -17.4% | +8.5% | +0.8% |
| 3M | -35.6% | -4.9% | -30.7% | -34.6% |
| 6M | +13.3% | -5.7% | +19.0% | +15.3% |
| YTD | -9.8% | -5.2% | -4.6% | -10.7% |
| 1Y | -1.3% | +24.1% | -25.4% | -18.3% |
| 3Y | +109.3% | +39.6% | +69.7% | +41.3% |
| All | +109.3% | +39.7% | +69.5% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 3y: compounded portfolio wealth divided by compounded LUV 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…
3y analysis · Full analysis span regression · 6 months rolling