+105.6%
IONQ vs SOXQ
+234.7%
-129.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +1.0% |
| 7D | +7.1% | +5.3% | +1.8% | +1.3% |
| 30D | -8.9% | -3.7% | -5.2% | -4.8% |
| 3M | -35.6% | -7.8% | -27.7% | -30.8% |
| 6M | +13.3% | +58.4% | -45.1% | -32.8% |
| YTD | -9.8% | +68.1% | -78.0% | -50.5% |
| 1Y | -1.3% | +105.4% | -106.7% | -56.7% |
| All | +105.6% | +234.7% | -129.1% | -52.4% |
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