-6.2%
IONQ vs XYL
-23.4%
+17.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +2.1% |
| 7D | +0.8% | -5.0% | +5.9% | +2.8% |
| 30D | -1.0% | -13.2% | +12.2% | +4.3% |
| 3M | -39.8% | -3.7% | -36.1% | -41.1% |
| 6M | +6.4% | -17.7% | +24.1% | +14.8% |
| YTD | -11.9% | -21.5% | +9.6% | -7.0% |
| 1Y | -6.2% | -24.5% | +18.3% | +13.4% |
| All | -6.2% | -23.4% | +17.2% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 1y: compounded portfolio wealth divided by compounded XYL 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…
1y analysis · Full analysis span regression · 6 months rolling