-44.8%
IONQ vs EXPE
+17.7%
-62.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.5% | -9.9% | -9.3% |
| 7D | +16.8% | -4.2% | +21.0% | +16.1% |
| 30D | -11.1% | -4.5% | -6.6% | -9.7% |
| 3M | -31.7% | -19.7% | -12.0% | -33.1% |
| 6M | -44.8% | +18.3% | -63.1% | -41.6% |
| All | -44.8% | +17.7% | -62.5% | -41.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling