-44.7%
IONQ vs XLU
+0.7%
-45.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.5% |
| 7D | -8.9% | +2.6% | -11.5% | -9.0% |
| 30D | -31.3% | +9.1% | -40.4% | -31.7% |
| 3M | -29.2% | -0.4% | -28.8% | -28.7% |
| 6M | -35.4% | -4.7% | -30.8% | -34.5% |
| YTD | -34.2% | +4.3% | -38.5% | -40.0% |
| 1Y | -44.7% | +1.0% | -45.6% | -44.1% |
| All | -44.7% | +0.7% | -45.3% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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