+202.0%
IONQ vs OXY
+241.8%
-39.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | 0.0% | +23.4% | +23.4% |
| 7D | +8.6% | -11.9% | +20.5% | +12.1% |
| 30D | -21.1% | -3.1% | -17.9% | -20.7% |
| 3M | -17.9% | +1.1% | -18.9% | -18.6% |
| 6M | -37.9% | +3.2% | -41.2% | -39.3% |
| YTD | -27.3% | +39.0% | -66.3% | -36.6% |
| 1Y | -43.2% | +42.7% | -85.9% | -51.0% |
| 3Y | +191.0% | -3.5% | +194.5% | +177.1% |
| 5Y | +69.3% | +81.3% | -12.1% | +38.1% |
| All | +202.0% | +241.8% | -39.8% | +126.9% |
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 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