-39.1%
IONQ vs XLI
+10.9%
-50.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.9% | -8.5% | -7.8% |
| 7D | +16.8% | +4.3% | +12.5% | +8.5% |
| 30D | -11.1% | +0.5% | -11.6% | -11.2% |
| 3M | -31.7% | -8.6% | -23.1% | -19.0% |
| 6M | -44.8% | -2.3% | -42.4% | -41.5% |
| YTD | -31.2% | +10.1% | -41.3% | -46.0% |
| 1Y | -39.1% | +11.0% | -50.1% | -52.9% |
| All | -39.1% | +10.9% | -50.1% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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