+265.9%
IONQ vs XRT
+47.3%
+218.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.1% |
| 7D | +0.8% | +0.8% | 0.0% | -0.2% |
| 30D | -1.0% | -4.2% | +3.2% | +3.8% |
| 3M | -39.8% | +5.1% | -44.9% | -44.1% |
| 6M | +6.4% | +2.4% | +4.0% | +2.7% |
| YTD | -11.9% | +3.2% | -15.1% | -15.4% |
| 1Y | -6.2% | +1.5% | -7.7% | -8.8% |
| 3Y | +125.7% | +40.6% | +85.1% | +57.8% |
| 5Y | +296.0% | -1.0% | +297.0% | +259.7% |
| All | +265.9% | +47.3% | +218.6% | +240.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling