+52.8%
IONQ vs XHB
+33.2%
+19.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.5% | +24.9% | +25.0% |
| 7D | +8.6% | +1.3% | +7.3% | +5.9% |
| 30D | -21.1% | +7.8% | -28.9% | -28.1% |
| 3M | -17.9% | -5.5% | -12.4% | -13.7% |
| 6M | -37.9% | -2.6% | -35.4% | -38.0% |
| YTD | -27.3% | +0.4% | -27.7% | -31.3% |
| 1Y | -43.2% | -1.0% | -42.2% | -46.1% |
| 3Y | +191.0% | +37.3% | +153.7% | +63.6% |
| All | +52.8% | +33.2% | +19.6% | -1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling