+273.9%
IONQ vs SOXQ
+283.8%
-9.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.1% | -2.6% |
| 7D | +0.8% | +2.3% | -1.5% | -1.9% |
| 30D | -1.0% | -2.3% | +1.2% | +2.3% |
| 3M | -39.8% | -13.8% | -26.0% | -29.4% |
| 6M | +6.4% | +48.6% | -42.2% | -35.3% |
| YTD | -11.9% | +66.0% | -77.9% | -53.6% |
| 1Y | -6.2% | +107.9% | -114.0% | -62.4% |
| 3Y | +125.7% | +224.1% | -98.5% | -49.2% |
| 5Y | +296.0% | +256.6% | +39.4% | -9.6% |
| All | +273.9% | +283.8% | -9.9% | -15.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling