+108.3%
IONQ vs SLB
+3.2%
+105.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +0.8% | +0.8% | 0.0% | +0.3% |
| 30D | -1.0% | +15.8% | -16.9% | -8.9% |
| 3M | -39.8% | -0.3% | -39.5% | -39.8% |
| 6M | +6.4% | +21.3% | -14.9% | -5.5% |
| YTD | -11.9% | +52.3% | -64.2% | -31.8% |
| 1Y | -6.2% | +63.6% | -69.8% | -31.0% |
| All | +108.3% | +3.2% | +105.1% | +96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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