+150.0%
IONQ vs XPO
+133.2%
+16.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.2% | -8.7% | -7.4% |
| 7D | -11.5% | +9.0% | -20.4% | -14.8% |
| 30D | -8.1% | +4.2% | -12.2% | -9.6% |
| 3M | -35.8% | -8.7% | -27.1% | -33.2% |
| 6M | -47.7% | -2.8% | -45.0% | -47.3% |
| YTD | -35.6% | +41.9% | -77.5% | -45.7% |
| 1Y | -36.4% | +42.3% | -78.7% | -46.6% |
| 3Y | +150.0% | +127.3% | +22.8% | +55.8% |
| All | +150.0% | +133.2% | +16.8% | +55.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling