+278.7%
IONQ vs XLU
+43.5%
+235.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.2% | -4.6% | -4.9% |
| 7D | +1.3% | +0.6% | +0.7% | +0.9% |
| 30D | -10.3% | -0.4% | -9.9% | -10.2% |
| 3M | -32.7% | -1.7% | -31.0% | -32.4% |
| 6M | +6.3% | -7.1% | +13.4% | +11.3% |
| YTD | -15.0% | +1.9% | -16.9% | -18.1% |
| 1Y | -13.3% | +6.1% | -19.4% | -18.7% |
| 3Y | +97.2% | +48.8% | +48.4% | +54.2% |
| 5Y | +278.7% | +43.8% | +235.0% | +201.2% |
| All | +278.7% | +43.5% | +235.3% | +201.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling