-40.1%
IONQ vs XLK
-0.8%
-39.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.2% | -5.9% | -8.4% |
| 7D | +15.3% | -1.2% | +16.5% | +17.6% |
| 30D | -6.1% | -11.2% | +5.1% | +17.1% |
| 3M | -21.6% | -6.2% | -15.4% | -11.2% |
| 6M | -40.1% | -1.7% | -38.4% | -37.5% |
| All | -40.1% | -0.8% | -39.3% | -37.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling