+65.5%
QBTS vs AZN
+69.1%
-3.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | +1.3% | -1.6% | +2.9% | +1.6% |
| 30D | -19.0% | +1.1% | -20.1% | -19.1% |
| 3M | -29.5% | -12.1% | -17.3% | -28.0% |
| 6M | -11.2% | -17.1% | +6.0% | -8.0% |
| YTD | -35.8% | -12.0% | -23.8% | -34.6% |
| 1Y | +1.7% | -0.2% | +1.9% | +0.3% |
| 3Y | +1,470.1% | +26.8% | +1,443.3% | +1,361.3% |
| 5Y | +72.3% | +56.9% | +15.4% | +64.5% |
| All | +65.5% | +69.1% | -3.6% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 10y: compounded portfolio wealth divided by compounded AZN 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…
10y analysis · Full analysis span regression · 6 months rolling