-1.3%
IONQ vs XYZ
+6.7%
-8.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.2% | +5.6% | +4.3% |
| 7D | +7.1% | +2.9% | +4.3% | +5.0% |
| 30D | -8.9% | +1.4% | -10.3% | -9.9% |
| 3M | -35.6% | +14.6% | -50.1% | -41.3% |
| 6M | +13.3% | +20.8% | -7.5% | -0.2% |
| YTD | -9.8% | +23.1% | -32.9% | -22.2% |
| 1Y | -1.3% | +5.6% | -7.0% | -3.9% |
| All | -1.3% | +6.7% | -8.0% | -3.9% |
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