-13.3%
IONQ vs OXY
+36.8%
-50.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.1% | -6.8% | -5.5% |
| 7D | +1.3% | +0.6% | +0.7% | +1.5% |
| 30D | -10.3% | +4.5% | -14.8% | -9.5% |
| 3M | -32.7% | +8.9% | -41.6% | -30.8% |
| 6M | +6.3% | +12.5% | -6.1% | +5.6% |
| YTD | -15.0% | +50.5% | -65.5% | -22.8% |
| 1Y | -13.3% | +38.6% | -51.9% | -20.2% |
| All | -13.3% | +36.8% | -50.1% | -20.2% |
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