-16.0%
IONQ vs OKE
+40.5%
-56.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | -5.6% | 0.0% | -5.6% | -5.6% |
| 30D | -15.2% | +4.6% | -19.8% | -14.2% |
| 3M | -34.9% | +6.9% | -41.9% | -33.5% |
| 6M | +4.9% | +15.8% | -10.9% | +2.7% |
| YTD | -17.9% | +35.2% | -53.1% | -24.9% |
| 1Y | -16.0% | +37.6% | -53.6% | -26.7% |
| All | -16.0% | +40.5% | -56.5% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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