-21.9%
IONQ vs SOXQ
+98.3%
-120.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -2.0% |
| 7D | -7.0% | +0.8% | -7.8% | -7.7% |
| 30D | -18.7% | -4.6% | -14.1% | -14.6% |
| 3M | -36.6% | -10.2% | -26.5% | -30.6% |
| 6M | +7.2% | +49.7% | -42.4% | -29.6% |
| YTD | -18.1% | +67.2% | -85.3% | -53.8% |
| 1Y | -21.9% | +98.0% | -119.9% | -58.3% |
| All | -21.9% | +98.3% | -120.2% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling