+16.6%
QBTS vs O
+11.2%
+5.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.8% | +6.6% | +7.4% |
| 7D | +13.7% | +3.3% | +10.3% | +13.5% |
| 30D | -21.3% | +10.3% | -31.6% | -21.7% |
| 3M | -44.7% | -3.5% | -41.3% | -44.6% |
| 6M | -49.2% | -1.3% | -47.9% | -49.3% |
| YTD | -56.1% | +10.3% | -66.5% | -57.0% |
| 1Y | -61.1% | +10.4% | -71.5% | -61.9% |
| 3Y | +1,511.0% | +40.0% | +1,471.0% | +1,398.8% |
| 5Y | +16.6% | +12.4% | +4.2% | +11.4% |
| All | +16.6% | +11.2% | +5.4% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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