+45.7%
IONQ vs XOP
+94.3%
-48.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.9% | -7.3% | -7.0% |
| 7D | -11.5% | +6.3% | -17.8% | -15.0% |
| 30D | -8.1% | -6.6% | -1.5% | -4.8% |
| 3M | -35.8% | +3.6% | -39.3% | -38.3% |
| 6M | -47.7% | +10.8% | -58.5% | -53.0% |
| YTD | -35.6% | +48.3% | -83.9% | -55.2% |
| 1Y | -36.4% | +42.9% | -79.3% | -54.5% |
| 3Y | +150.0% | +43.3% | +106.7% | +77.4% |
| All | +45.7% | +94.3% | -48.6% | -24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling