+30.6%
ORCL vs QBTS
+9.0%
+21.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +18.0% | -17.2% | -0.3% |
| 7D | -11.2% | +0.3% | -11.4% | -11.2% |
| 30D | -18.8% | -29.8% | +11.0% | -17.2% |
| 3M | -18.8% | -45.0% | +26.2% | -16.1% |
| 6M | -39.7% | -55.2% | +15.4% | -37.4% |
| YTD | -39.6% | -59.2% | +19.5% | -37.4% |
| 1Y | -51.7% | -62.4% | +10.6% | -50.0% |
| 3Y | +10.2% | +1,264.0% | -1,253.8% | +1.4% |
| All | +30.6% | +9.0% | +21.6% | +9.3% |
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