-44.7%
IONQ vs EXPE
+48.9%
-93.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +10.5% | -12.0% | -2.1% |
| 7D | -8.9% | +14.6% | -23.6% | -9.9% |
| 30D | -31.3% | +21.4% | -52.7% | -32.4% |
| 3M | -29.2% | +1.4% | -30.6% | -29.5% |
| 6M | -35.4% | +28.6% | -64.0% | -38.9% |
| YTD | -34.2% | +12.1% | -46.3% | -39.5% |
| 1Y | -44.7% | +50.0% | -94.7% | -51.2% |
| All | -44.7% | +48.9% | -93.6% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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