-40.1%
IONQ vs XLU
-1.5%
-38.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.6% |
| 7D | +15.3% | +0.5% | +14.8% | +15.4% |
| 30D | -6.1% | +5.3% | -11.4% | -4.1% |
| 3M | -21.6% | +1.2% | -22.8% | -21.0% |
| 6M | -40.1% | -1.6% | -38.5% | -41.4% |
| All | -40.1% | -1.5% | -38.6% | -41.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling