-1.3%
IONQ vs SPXU
-38.3%
+37.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +4.4% |
| 7D | +7.1% | -1.5% | +8.6% | +5.2% |
| 30D | -8.9% | +3.7% | -12.6% | -4.2% |
| 3M | -35.6% | -9.6% | -26.0% | -40.1% |
| 6M | +13.3% | -32.4% | +45.6% | -15.7% |
| YTD | -9.8% | -28.7% | +18.9% | -28.0% |
| 1Y | -1.3% | -38.2% | +36.9% | -24.8% |
| All | -1.3% | -38.3% | +37.0% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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