-36.8%
IONQ vs UAL
+21.5%
-58.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | +16.7% | +12.5% | +4.2% | +9.3% |
| 30D | -12.3% | +12.2% | -24.5% | -17.7% |
| 3M | -17.7% | -2.6% | -15.1% | -17.0% |
| 6M | -28.9% | +21.1% | -50.0% | -36.8% |
| YTD | -22.0% | +7.8% | -29.8% | -27.7% |
| 1Y | -36.8% | +25.4% | -62.2% | -43.1% |
| All | -36.8% | +21.5% | -58.3% | -43.1% |
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