+265.9%
IONQ vs UAL
+155.0%
+110.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | -0.2% |
| 7D | +0.8% | +0.7% | +0.1% | +0.3% |
| 30D | -1.0% | -16.1% | +15.1% | +9.9% |
| 3M | -39.8% | +6.1% | -45.9% | -42.6% |
| 6M | +6.4% | +10.8% | -4.4% | -2.3% |
| YTD | -11.9% | -0.4% | -11.5% | -14.2% |
| 1Y | -6.2% | +5.0% | -11.2% | -11.7% |
| 3Y | +125.7% | +124.0% | +1.7% | +31.8% |
| 5Y | +296.0% | +141.0% | +155.0% | +113.5% |
| All | +265.9% | +155.0% | +110.9% | +95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling