+191.0%
IONQ vs XRT
+49.6%
+141.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.7% | +25.1% | +25.7% |
| 7D | +8.6% | +0.9% | +7.7% | +5.9% |
| 30D | -21.1% | +7.9% | -29.0% | -30.4% |
| 3M | -17.9% | -0.2% | -17.7% | -19.5% |
| 6M | -37.9% | +5.6% | -43.5% | -45.0% |
| YTD | -27.3% | +5.7% | -33.0% | -34.9% |
| 1Y | -43.2% | +14.6% | -57.8% | -55.5% |
| 3Y | +191.0% | +50.7% | +140.3% | +43.0% |
| All | +191.0% | +49.6% | +141.4% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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