+194.9%
IONQ vs SOXQ
+201.0%
-6.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.7% | -8.4% | -8.7% |
| 7D | +15.3% | +2.9% | +12.4% | +11.6% |
| 30D | -6.1% | -13.6% | +7.5% | +9.3% |
| 3M | -21.6% | -12.5% | -9.1% | -10.1% |
| 6M | -40.1% | -12.4% | -27.8% | -32.5% |
| YTD | -24.1% | +49.6% | -73.7% | -52.7% |
| 1Y | -37.4% | +52.0% | -89.4% | -61.5% |
| All | +194.9% | +201.0% | -6.1% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling