+304.7%
IONQ vs XEL
+33.1%
+271.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +2.2% |
| 7D | +7.1% | +1.3% | +5.8% | +7.0% |
| 30D | -8.9% | -1.5% | -7.4% | -8.8% |
| 3M | -35.6% | -0.2% | -35.4% | -35.7% |
| 6M | +13.3% | -5.4% | +18.7% | +13.8% |
| YTD | -9.8% | +5.6% | -15.5% | -10.7% |
| 1Y | -1.3% | +10.5% | -11.8% | -3.0% |
| 3Y | +109.3% | +49.2% | +60.1% | +98.1% |
| 5Y | +304.7% | +30.1% | +274.6% | +286.7% |
| All | +304.7% | +33.1% | +271.6% | +286.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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