-36.8%
IONQ vs XYZ
+28.4%
-65.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | +1.0% |
| 7D | +16.7% | +12.6% | +4.1% | +8.6% |
| 30D | -12.3% | +10.8% | -23.1% | -17.4% |
| 3M | -17.7% | +8.4% | -26.1% | -21.8% |
| 6M | -28.9% | +14.3% | -43.3% | -35.4% |
| YTD | -22.0% | +31.5% | -53.5% | -36.4% |
| 1Y | -36.8% | +28.1% | -64.9% | -47.7% |
| All | -36.8% | +28.4% | -65.2% | -47.7% |
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