+109.8%
AAPL vs QBTS
+77.0%
+32.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.2% |
| 7D | -3.0% | +3.8% | -6.8% | -3.1% |
| 30D | +2.3% | -15.2% | +17.5% | +2.6% |
| 3M | +8.6% | -27.2% | +35.8% | +9.2% |
| 6M | +21.6% | -10.1% | +31.6% | +21.1% |
| YTD | +16.3% | -34.5% | +50.8% | +16.5% |
| 1Y | +35.1% | +6.0% | +29.1% | +32.9% |
| 3Y | +79.4% | +1,779.3% | -1,699.9% | +57.7% |
| 5Y | +109.8% | +75.4% | +34.4% | +75.7% |
| All | +109.8% | +77.0% | +32.8% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QBTS.
Daily Out/Under-Performance
Portfolio return minus QBTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QBTS 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 QBTS 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