+191.0%
IONQ vs XHB
+36.1%
+154.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.5% | +24.9% | +24.6% |
| 7D | +8.6% | +1.3% | +7.3% | +6.7% |
| 30D | -21.1% | +7.8% | -28.9% | -26.4% |
| 3M | -17.9% | -5.5% | -12.4% | -14.6% |
| 6M | -37.9% | -2.6% | -35.4% | -37.7% |
| YTD | -27.3% | +0.4% | -27.7% | -30.0% |
| 1Y | -43.2% | -1.0% | -42.2% | -45.1% |
| 3Y | +191.0% | +37.3% | +153.7% | +45.4% |
| All | +191.0% | +36.1% | +154.9% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling