-44.7%
IONQ vs XLE
+50.1%
-94.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.7% | +3.2% | -3.7% |
| 7D | -8.9% | -7.2% | -1.7% | -11.9% |
| 30D | -31.3% | +0.1% | -31.4% | -30.9% |
| 3M | -29.2% | +9.2% | -38.4% | -26.1% |
| 6M | -35.4% | +8.4% | -43.8% | -32.8% |
| YTD | -34.2% | +44.9% | -79.1% | -38.6% |
| 1Y | -44.7% | +49.9% | -94.5% | -51.1% |
| All | -44.7% | +50.1% | -94.7% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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