+52.8%
IONQ vs XYZ
-64.1%
+116.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.7% | +21.7% | +22.3% |
| 7D | +8.6% | +12.1% | -3.6% | -0.6% |
| 30D | -21.1% | +12.4% | -33.5% | -27.7% |
| 3M | -17.9% | +8.2% | -26.1% | -23.2% |
| 6M | -37.9% | +20.7% | -58.6% | -46.7% |
| YTD | -27.3% | +31.3% | -58.6% | -41.8% |
| 1Y | -43.2% | +20.5% | -63.7% | -52.3% |
| 3Y | +191.0% | +72.6% | +118.4% | +70.1% |
| All | +52.8% | -64.1% | +116.9% | +588.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling