+294.8%
IONQ vs XLI
+81.3%
+213.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +0.4% |
| 7D | +0.8% | -1.1% | +1.9% | +3.2% |
| 30D | -1.0% | -5.9% | +4.9% | +13.0% |
| 3M | -39.8% | -0.3% | -39.6% | -39.6% |
| 6M | +6.4% | +0.1% | +6.3% | +6.4% |
| YTD | -11.9% | +13.6% | -25.5% | -33.1% |
| 1Y | -6.2% | +17.2% | -23.3% | -32.6% |
| 3Y | +125.7% | +68.2% | +57.5% | -17.3% |
| All | +294.8% | +81.3% | +213.5% | +31.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling