-36.4%
IONQ vs EXPE
-4.7%
-31.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.2% | -5.2% | -6.4% |
| 7D | -11.5% | -0.5% | -11.0% | -11.4% |
| 30D | -8.1% | -6.1% | -2.0% | -7.5% |
| 3M | -35.8% | -21.3% | -14.5% | -34.3% |
| 6M | -47.7% | +19.0% | -66.7% | -51.2% |
| YTD | -35.6% | -8.4% | -27.2% | -41.6% |
| 1Y | -36.4% | -2.8% | -33.6% | -41.5% |
| All | -36.4% | -4.7% | -31.7% | -41.5% |
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