-44.7%
IONQ vs XYZ
+19.9%
-64.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +15.3% | -16.8% | -9.3% |
| 7D | -8.9% | +16.5% | -25.4% | -16.8% |
| 30D | -31.3% | +15.0% | -46.2% | -36.5% |
| 3M | -29.2% | +3.5% | -32.7% | -30.9% |
| 6M | -35.4% | +21.9% | -57.3% | -43.2% |
| YTD | -34.2% | +34.6% | -68.8% | -46.8% |
| 1Y | -44.7% | +20.7% | -65.4% | -55.4% |
| All | -44.7% | +19.9% | -64.5% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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