+65.5%
QBTS vs ROKU
-51.7%
+117.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | +1.3% | -0.4% | +1.8% | +1.5% |
| 30D | -19.0% | +2.1% | -21.1% | -19.5% |
| 3M | -29.5% | +29.5% | -59.0% | -35.7% |
| 6M | -11.2% | +53.8% | -65.0% | -22.3% |
| YTD | -35.8% | +42.8% | -78.6% | -42.6% |
| 1Y | +1.7% | +60.7% | -59.0% | -12.0% |
| 3Y | +1,470.1% | +83.9% | +1,386.2% | +1,131.1% |
| 5Y | +72.3% | -52.8% | +125.1% | +31.3% |
| All | +65.5% | -51.7% | +117.3% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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