+45.7%
IONQ vs XRT
-4.8%
+50.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.4% | -6.8% | -7.0% |
| 7D | -11.5% | +1.7% | -13.2% | -13.3% |
| 30D | -8.1% | +7.5% | -15.6% | -18.5% |
| 3M | -35.8% | +2.2% | -38.0% | -39.2% |
| 6M | -47.7% | +14.7% | -62.4% | -58.8% |
| YTD | -35.6% | +7.5% | -43.1% | -43.7% |
| 1Y | -36.4% | +14.1% | -50.5% | -49.7% |
| 3Y | +150.0% | +58.8% | +91.3% | +22.6% |
| All | +45.7% | -4.8% | +50.5% | +79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling