-1.3%
IONQ vs XLI
+16.9%
-18.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +3.3% |
| 7D | +7.1% | +1.0% | +6.1% | +5.3% |
| 30D | -8.9% | -5.8% | -3.1% | +1.8% |
| 3M | -35.6% | +0.7% | -36.3% | -36.3% |
| 6M | +13.3% | +3.2% | +10.1% | +8.1% |
| YTD | -9.8% | +13.0% | -22.8% | -30.4% |
| 1Y | -1.3% | +16.8% | -18.1% | -20.8% |
| All | -1.3% | +16.9% | -18.2% | -20.8% |
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