-36.2%
IONQ vs XLI
+10.9%
-47.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.8% | +4.5% | +1.4% |
| 7D | +25.5% | -0.5% | +25.9% | +27.3% |
| 30D | -11.4% | -0.2% | -11.2% | -10.4% |
| 3M | -20.5% | -8.6% | -11.9% | -5.8% |
| 6M | -28.2% | -2.0% | -26.2% | -24.4% |
| YTD | -21.2% | +9.7% | -31.0% | -38.0% |
| All | -36.2% | +10.9% | -47.1% | -50.3% |
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