-36.2%
IONQ vs EXPD
+39.7%
-75.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.7% | +5.6% | +7.5% |
| 7D | +25.5% | -5.5% | +30.9% | +27.8% |
| 30D | -11.4% | -1.9% | -9.5% | -10.6% |
| 3M | -20.5% | +6.1% | -26.5% | -21.5% |
| 6M | -28.2% | +21.6% | -49.8% | -32.7% |
| YTD | -21.2% | +27.9% | -49.1% | -32.5% |
| All | -36.2% | +39.7% | -75.9% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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