+304.7%
IONQ vs OXY
+150.1%
+154.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +2.1% |
| 7D | +7.1% | -0.5% | +7.6% | +7.3% |
| 30D | -8.9% | +8.5% | -17.4% | -11.3% |
| 3M | -35.6% | +6.0% | -41.6% | -37.2% |
| 6M | +13.3% | +13.0% | +0.3% | +5.4% |
| YTD | -9.8% | +48.9% | -58.7% | -25.0% |
| 1Y | -1.3% | +36.4% | -37.7% | -15.5% |
| 3Y | +109.3% | -2.3% | +111.5% | +97.5% |
| 5Y | +304.7% | +160.6% | +144.1% | +169.6% |
| All | +304.7% | +150.1% | +154.6% | +169.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling