+126.0%
IONQ vs XOP
+35.1%
+90.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.8% |
| 7D | +0.8% | +2.6% | -1.7% | -0.9% |
| 30D | -1.0% | +15.4% | -16.5% | -10.2% |
| 3M | -39.8% | +12.1% | -51.9% | -44.7% |
| 6M | +6.4% | +19.7% | -13.2% | -11.7% |
| YTD | -11.9% | +52.4% | -64.3% | -42.2% |
| 1Y | -6.2% | +47.6% | -53.7% | -36.6% |
| All | +126.0% | +35.1% | +90.9% | +55.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling