-44.7%
IONQ vs XLK
+19.7%
-64.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -8.9% | -7.6% | -1.3% | +5.6% |
| 30D | -31.3% | -12.2% | -19.1% | -11.6% |
| 3M | -29.2% | -5.5% | -23.7% | -20.3% |
| 6M | -35.4% | +9.2% | -44.6% | -43.6% |
| YTD | -34.2% | +23.0% | -57.2% | -54.2% |
| 1Y | -44.7% | +20.7% | -65.4% | -60.1% |
| All | -44.7% | +19.7% | -64.3% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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