+224.0%
IONQ vs OXY
+245.0%
-21.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -3.0% | -1.5% |
| 7D | +16.7% | -5.8% | +22.5% | +18.4% |
| 30D | -12.3% | -5.3% | -6.9% | -11.3% |
| 3M | -17.7% | -2.5% | -15.2% | -17.6% |
| 6M | -28.9% | +8.3% | -37.2% | -31.5% |
| YTD | -22.0% | +40.3% | -62.3% | -32.2% |
| 1Y | -36.8% | +38.8% | -75.6% | -44.9% |
| 3Y | +228.2% | -1.4% | +229.7% | +210.8% |
| 5Y | +91.9% | +92.2% | -0.3% | +54.9% |
| All | +224.0% | +245.0% | -21.0% | +142.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling