+185.7%
IONQ vs XOP
+252.3%
-66.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.6% | -11.0% | -10.3% |
| 7D | +16.8% | +5.2% | +11.6% | +13.4% |
| 30D | -11.1% | -8.4% | -2.8% | -7.4% |
| 3M | -31.7% | +2.9% | -34.7% | -33.7% |
| 6M | -44.8% | +8.8% | -53.6% | -48.9% |
| YTD | -31.2% | +46.9% | -78.1% | -48.6% |
| 1Y | -39.1% | +41.5% | -80.6% | -53.5% |
| 3Y | +189.5% | +43.1% | +146.4% | +120.4% |
| 5Y | +53.2% | +92.2% | -39.0% | +1.6% |
| All | +185.7% | +252.3% | -66.6% | +72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling