+68.7%
QBTS vs OKE
+224.1%
-155.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.8% |
| 7D | +3.8% | -0.2% | +4.0% | +3.9% |
| 30D | -15.2% | +6.1% | -21.3% | -16.3% |
| 3M | -27.2% | +10.4% | -37.7% | -29.5% |
| 6M | -10.1% | +14.2% | -24.2% | -14.3% |
| YTD | -34.5% | +35.3% | -69.9% | -40.9% |
| 1Y | +6.0% | +40.6% | -34.6% | -5.5% |
| 3Y | +1,779.3% | +72.2% | +1,707.0% | +1,588.0% |
| 5Y | +75.4% | +139.6% | -64.2% | +59.3% |
| All | +68.7% | +224.1% | -155.4% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 all: compounded portfolio wealth divided by compounded OKE 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…
all analysis · Full analysis span regression · 6 months rolling