-44.7%
IONQ vs OXY
+45.4%
-90.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.1% | +3.6% | -3.0% |
| 7D | -8.9% | -8.8% | -0.1% | -11.3% |
| 30D | -31.3% | -1.7% | -29.6% | -31.4% |
| 3M | -29.2% | +4.5% | -33.7% | -27.8% |
| 6M | -35.4% | -4.0% | -31.4% | -35.0% |
| YTD | -34.2% | +41.4% | -75.5% | -40.0% |
| 1Y | -44.7% | +45.9% | -90.5% | -49.9% |
| All | -44.7% | +45.4% | -90.0% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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