-36.2%
IONQ vs STZ
+17.1%
-53.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.5% | +5.8% | +9.3% |
| 7D | +25.5% | +3.4% | +22.0% | +27.3% |
| 30D | -11.4% | +19.6% | -31.0% | -5.0% |
| 3M | -20.5% | +8.0% | -28.5% | -16.4% |
| 6M | -28.2% | -0.3% | -28.0% | -25.2% |
| YTD | -21.2% | +8.6% | -29.8% | -27.0% |
| All | -36.2% | +17.1% | -53.2% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling