+51.3%
CVS vs QBTS
-6.7%
+58.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.4% | -0.5% |
| 7D | +6.6% | -10.5% | +17.0% | +6.5% |
| 30D | -0.4% | -20.5% | +20.1% | -0.5% |
| 3M | -5.3% | -54.3% | +49.0% | -5.3% |
| 6M | -7.7% | -55.4% | +47.7% | -7.8% |
| YTD | +16.0% | -63.4% | +79.5% | +15.9% |
| 1Y | +16.2% | -59.1% | +75.3% | +16.1% |
| 3Y | +47.6% | +1,216.8% | -1,169.2% | +45.4% |
| 5Y | +12.3% | -2.6% | +15.0% | +9.3% |
| All | +51.3% | -6.7% | +58.0% | +50.0% |
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