+278.7%
IONQ vs XBI
+21.6%
+257.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.2% | -3.7% |
| 7D | +1.3% | -3.6% | +5.0% | +6.3% |
| 30D | -10.3% | +0.9% | -11.2% | -11.7% |
| 3M | -32.7% | +21.4% | -54.2% | -48.2% |
| 6M | +6.3% | +25.5% | -19.2% | -20.8% |
| YTD | -15.0% | +30.8% | -45.8% | -40.0% |
| 1Y | -13.3% | +68.6% | -81.9% | -56.1% |
| 3Y | +97.2% | +103.9% | -6.7% | -19.5% |
| 5Y | +278.7% | +20.8% | +258.0% | +249.0% |
| All | +278.7% | +21.6% | +257.1% | +249.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 5y: compounded portfolio wealth divided by compounded XBI 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…
5y analysis · Full analysis span regression · 6 months rolling