-36.4%
IONQ vs XLK
+17.1%
-53.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.0% | -4.4% | -2.6% |
| 7D | -11.5% | +3.4% | -14.8% | -16.9% |
| 30D | -8.1% | -10.6% | +2.5% | +13.8% |
| 3M | -35.8% | -10.6% | -25.2% | -19.6% |
| 6M | -47.7% | -3.5% | -44.3% | -43.0% |
| YTD | -35.6% | +18.7% | -54.3% | -53.5% |
| 1Y | -36.4% | +19.4% | -55.8% | -54.2% |
| All | -36.4% | +17.1% | -53.5% | -54.2% |
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