+126.0%
IONQ vs OXY
-3.3%
+129.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.5% |
| 7D | +0.8% | +1.6% | -0.8% | +0.4% |
| 30D | -1.0% | +11.6% | -12.6% | -3.8% |
| 3M | -39.8% | +2.8% | -42.6% | -40.2% |
| 6M | +6.4% | +13.0% | -6.6% | -1.4% |
| YTD | -11.9% | +47.4% | -59.3% | -28.8% |
| 1Y | -6.2% | +31.5% | -37.6% | -20.3% |
| All | +126.0% | -3.3% | +129.3% | +103.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling