+65.5%
QBTS vs LULU
-73.0%
+138.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.3% |
| 7D | +1.3% | -1.6% | +3.0% | +1.8% |
| 30D | -19.0% | -18.1% | -0.9% | -15.1% |
| 3M | -29.5% | -18.8% | -10.7% | -26.2% |
| 6M | -11.2% | -39.2% | +28.0% | +0.3% |
| YTD | -35.8% | -52.4% | +16.6% | -23.1% |
| 1Y | +1.7% | -40.3% | +42.0% | +14.7% |
| 3Y | +1,470.1% | -75.1% | +1,545.2% | +1,949.7% |
| 5Y | +72.3% | -76.7% | +149.1% | +127.9% |
| All | +65.5% | -73.0% | +138.5% | +115.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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