-21.9%
IONQ vs XLK
+38.8%
-60.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -2.8% |
| 7D | -7.0% | +0.2% | -7.2% | -7.4% |
| 30D | -18.7% | -0.6% | -18.1% | -17.2% |
| 3M | -36.6% | +2.6% | -39.2% | -38.8% |
| 6M | +7.2% | +34.0% | -26.7% | -35.8% |
| YTD | -18.1% | +30.7% | -48.8% | -49.2% |
| 1Y | -21.9% | +39.2% | -61.1% | -49.0% |
| All | -21.9% | +38.8% | -60.7% | -49.0% |
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