-6.2%
IONQ vs VLO
+143.4%
-149.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.8% | +5.2% | -4.4% | +0.1% |
| 30D | -1.0% | +22.6% | -23.6% | -3.8% |
| 3M | -39.8% | +43.8% | -83.6% | -42.9% |
| 6M | +6.4% | +65.7% | -59.3% | -7.8% |
| YTD | -11.9% | +131.1% | -143.0% | -41.6% |
| 1Y | -6.2% | +143.6% | -149.8% | -37.2% |
| All | -6.2% | +143.4% | -149.5% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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