-36.4%
IONQ vs SOXQ
+45.6%
-82.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.5% | -3.0% | -3.0% |
| 7D | -11.5% | +8.2% | -19.6% | -18.3% |
| 30D | -8.1% | -13.2% | +5.1% | +5.1% |
| 3M | -35.8% | -18.5% | -17.3% | -21.7% |
| 6M | -47.7% | -15.4% | -32.3% | -39.8% |
| YTD | -35.6% | +43.6% | -79.2% | -57.8% |
| 1Y | -36.4% | +49.2% | -85.6% | -60.0% |
| All | -36.4% | +45.6% | -82.0% | -60.0% |
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