+107.5%
SOXX vs IONQ
-16.9%
+124.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +1.4% | -7.0% | +8.4% | +3.0% |
| 30D | -3.6% | -18.7% | +15.1% | +0.6% |
| 3M | -10.2% | -36.6% | +26.5% | -2.5% |
| 6M | +54.2% | +7.2% | +47.0% | +54.2% |
| YTD | +75.2% | -18.1% | +93.3% | +79.8% |
| 1Y | +107.5% | -21.9% | +129.4% | +122.7% |
| All | +107.5% | -16.9% | +124.4% | +122.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IONQ.
Daily Out/Under-Performance
Portfolio return minus IONQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONQ 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 IONQ 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