+268.4%
IONQ vs XPO
+257.8%
+10.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -2.8% |
| 7D | -5.6% | -1.3% | -4.3% | -4.9% |
| 30D | -15.2% | -10.4% | -4.8% | -9.7% |
| 3M | -34.9% | -15.7% | -19.3% | -28.7% |
| 6M | +4.9% | -6.3% | +11.2% | +7.5% |
| YTD | -17.9% | +34.2% | -52.1% | -32.7% |
| 1Y | -16.0% | +39.9% | -56.0% | -33.9% |
| 3Y | +90.5% | +155.2% | -64.7% | -9.3% |
| 5Y | +268.4% | +264.7% | +3.7% | +11.3% |
| All | +268.4% | +257.8% | +10.6% | +11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling