+167.2%
IONQ vs XOP
+42.5%
+124.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.6% | -11.0% | -10.3% |
| 7D | +16.8% | +5.2% | +11.6% | +13.2% |
| 30D | -11.1% | -8.4% | -2.8% | -7.1% |
| 3M | -31.7% | +2.9% | -34.7% | -34.1% |
| 6M | -44.8% | +8.8% | -53.6% | -49.6% |
| YTD | -31.2% | +46.9% | -78.1% | -54.9% |
| 1Y | -39.1% | +41.5% | -80.6% | -58.6% |
| All | +167.2% | +42.5% | +124.7% | +70.2% |
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