-5.8%
LQD vs QBTS
+71.2%
-77.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.9% |
| 7D | -1.1% | -1.0% | -0.1% | -1.1% |
| 30D | -1.1% | -17.6% | +16.5% | -1.0% |
| 3M | -2.3% | -28.3% | +26.0% | -2.2% |
| 6M | -2.9% | -11.2% | +8.3% | -3.0% |
| YTD | -2.3% | -36.3% | +34.0% | -2.3% |
| 1Y | -2.2% | +3.9% | -6.0% | -2.5% |
| 3Y | +14.0% | +1,728.8% | -1,714.7% | +11.0% |
| 5Y | -5.8% | +70.9% | -76.6% | -11.5% |
| All | -5.8% | +71.2% | -77.0% | -11.5% |
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