+185.7%
IONQ vs XLU
+65.8%
+119.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | 0.0% | -9.4% | -9.4% |
| 7D | +16.8% | +1.2% | +15.6% | +15.9% |
| 30D | -11.1% | +4.6% | -15.8% | -13.9% |
| 3M | -31.7% | +0.7% | -32.4% | -32.2% |
| 6M | -44.8% | -1.7% | -43.0% | -44.6% |
| YTD | -31.2% | +4.8% | -36.0% | -34.8% |
| 1Y | -39.1% | +0.2% | -39.4% | -40.1% |
| 3Y | +189.5% | +58.9% | +130.6% | +126.7% |
| 5Y | +53.2% | +52.8% | +0.4% | +31.7% |
| All | +185.7% | +65.8% | +119.9% | +154.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling