-36.2%
IONQ vs XME
+3.2%
-39.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.5% | +2.8% | +0.5% |
| 7D | +25.5% | +0.9% | +24.5% | +24.7% |
| 30D | -11.4% | -7.3% | -4.1% | -0.4% |
| 3M | -20.5% | -14.8% | -5.7% | 0.0% |
| 6M | -28.2% | -18.4% | -9.8% | -3.1% |
| YTD | -21.2% | -4.7% | -16.6% | -15.6% |
| All | -36.2% | +3.2% | -39.4% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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