-39.1%
IONQ vs XOP
+40.4%
-79.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.6% | -11.0% | -9.1% |
| 7D | +16.8% | +5.2% | +11.6% | +18.0% |
| 30D | -11.1% | -8.4% | -2.8% | -12.6% |
| 3M | -31.7% | +2.9% | -34.7% | -31.1% |
| 6M | -44.8% | +8.8% | -53.6% | -43.4% |
| YTD | -31.2% | +46.9% | -78.1% | -40.6% |
| 1Y | -39.1% | +41.5% | -80.6% | -44.4% |
| All | -39.1% | +40.4% | -79.5% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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