-36.2%
IONQ vs XOP
+36.1%
-72.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.2% | +8.1% | +8.4% |
| 7D | +25.5% | -10.0% | +35.5% | +22.8% |
| 30D | -11.4% | -9.1% | -2.3% | -12.8% |
| 3M | -20.5% | +5.1% | -25.5% | -19.5% |
| 6M | -28.2% | +6.4% | -34.6% | -27.3% |
| YTD | -21.2% | +39.7% | -61.0% | -33.6% |
| All | -36.2% | +36.1% | -72.3% | -44.1% |
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