-36.4%
IONQ vs UAL
+10.5%
-46.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.7% | -4.7% | -5.3% |
| 7D | -11.5% | -3.0% | -8.4% | -9.4% |
| 30D | -8.1% | +10.5% | -18.5% | -12.8% |
| 3M | -35.8% | -13.5% | -22.3% | -30.2% |
| 6M | -47.7% | +14.2% | -62.0% | -51.6% |
| YTD | -35.6% | -2.2% | -33.4% | -36.4% |
| 1Y | -36.4% | +12.5% | -48.9% | -38.9% |
| All | -36.4% | +10.5% | -46.9% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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