-43.2%
IONQ vs VLO
+105.7%
-148.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.4% | +24.8% | +23.3% |
| 7D | +8.6% | -13.3% | +21.9% | +7.6% |
| 30D | -21.1% | -18.3% | -2.8% | -22.3% |
| 3M | -17.9% | +14.3% | -32.2% | -19.3% |
| 6M | -37.9% | +47.6% | -85.6% | -39.5% |
| YTD | -27.3% | +116.0% | -143.3% | -45.8% |
| 1Y | -43.2% | +101.0% | -144.2% | -55.0% |
| All | -43.2% | +105.7% | -148.9% | -55.0% |
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