+76.9%
IONQ vs XLK
+118.4%
-41.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.2% | -5.9% | -8.6% |
| 7D | +15.3% | -1.2% | +16.5% | +18.0% |
| 30D | -6.1% | -11.2% | +5.1% | +17.6% |
| 3M | -21.6% | -6.2% | -15.4% | -10.7% |
| 6M | -40.1% | -1.7% | -38.4% | -36.0% |
| YTD | -24.1% | +21.5% | -45.6% | -44.3% |
| 1Y | -37.4% | +19.6% | -57.0% | -52.1% |
| 3Y | +219.5% | +97.9% | +121.6% | +1.1% |
| 5Y | +76.9% | +118.9% | -42.0% | -43.8% |
| All | +76.9% | +118.4% | -41.4% | -43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling