+215.4%
IONQ vs XRT
+55.7%
+159.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.6% |
| 7D | +15.3% | -1.4% | +16.7% | +17.4% |
| 30D | -6.1% | +9.8% | -15.9% | -16.9% |
| 3M | -21.6% | +3.3% | -24.9% | -25.9% |
| 6M | -40.1% | +13.6% | -53.7% | -49.8% |
| YTD | -24.1% | +9.1% | -33.1% | -32.7% |
| 1Y | -37.4% | +15.1% | -52.5% | -48.2% |
| 3Y | +219.5% | +59.9% | +159.6% | +89.9% |
| 5Y | +76.9% | -1.7% | +78.7% | +50.0% |
| All | +215.4% | +55.7% | +159.7% | +170.8% |
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