+274.7%
IONQ vs XPO
+360.6%
-85.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.0% | +3.2% |
| 7D | +7.1% | +2.7% | +4.4% | +5.5% |
| 30D | -8.9% | -6.2% | -2.7% | -5.6% |
| 3M | -35.6% | -15.4% | -20.2% | -29.9% |
| 6M | +13.3% | +0.7% | +12.5% | +11.5% |
| YTD | -9.8% | +39.8% | -49.6% | -27.0% |
| 1Y | -1.3% | +43.3% | -44.6% | -22.4% |
| 3Y | +109.3% | +166.0% | -56.8% | +3.2% |
| 5Y | +304.7% | +274.2% | +30.5% | +33.1% |
| All | +274.7% | +360.6% | -85.8% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling