+81.2%
QBTS vs CCJ
+346.5%
-265.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.2% | +5.4% | +6.0% |
| 7D | +6.8% | +5.9% | +0.9% | +4.1% |
| 30D | -14.9% | +4.7% | -19.6% | -16.5% |
| 3M | -31.6% | -3.3% | -28.3% | -29.9% |
| 6M | -4.9% | -7.0% | +2.1% | +0.5% |
| YTD | -32.4% | +11.5% | -43.9% | -33.0% |
| 1Y | +14.6% | +32.3% | -17.7% | +7.1% |
| 3Y | +1,839.6% | +176.8% | +1,662.8% | +1,360.4% |
| 5Y | +81.2% | +351.8% | -270.6% | +32.3% |
| All | +81.2% | +346.5% | -265.3% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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