-37.9%
IONQ vs SPXU
-2.4%
-35.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.7% | +24.2% | +22.5% |
| 7D | +8.6% | +7.6% | +1.0% | +19.9% |
| 30D | -21.1% | +17.5% | -38.6% | -0.1% |
| 3M | -17.9% | +14.7% | -32.5% | +2.2% |
| 6M | -37.9% | -0.1% | -37.9% | -32.9% |
| All | -37.9% | -2.4% | -35.5% | -32.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling