+65.9%
AMZN vs QBTS
+61.8%
+4.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.3% | -0.1% |
| 7D | -3.0% | -2.4% | -0.6% | -2.9% |
| 30D | -5.2% | -22.5% | +17.3% | -4.4% |
| 3M | +1.9% | -40.0% | +41.9% | +3.3% |
| 6M | +19.2% | -12.3% | +31.5% | +18.8% |
| YTD | +12.0% | -36.6% | +48.6% | +12.5% |
| 1Y | +9.7% | +8.4% | +1.2% | +7.4% |
| 3Y | +87.2% | +1,380.4% | -1,293.2% | +60.1% |
| 5Y | +48.7% | +69.7% | -21.1% | +27.5% |
| All | +65.9% | +61.8% | +4.1% | +41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling