-47.7%
IONQ vs SOXQ
-15.3%
-32.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| 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% | +4.7% |
| 3M | -35.8% | -18.5% | -17.3% | -22.1% |
| 6M | -47.7% | -15.4% | -32.3% | -41.8% |
| All | -47.7% | -15.3% | -32.5% | -41.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling