+70.9%
QBTS vs RRX
+14.8%
+56.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.8% | -1.6% |
| 7D | -1.0% | -3.7% | +2.8% | +1.1% |
| 30D | -17.6% | -9.3% | -8.4% | -13.2% |
| 3M | -28.3% | -21.8% | -6.6% | -19.2% |
| 6M | -11.2% | -22.0% | +10.8% | -0.3% |
| YTD | -36.3% | +11.9% | -48.2% | -42.7% |
| 1Y | +3.9% | +11.6% | -7.7% | -6.4% |
| 3Y | +1,728.8% | +2.2% | +1,726.6% | +1,587.7% |
| 5Y | +70.9% | +14.9% | +56.0% | +53.9% |
| All | +70.9% | +14.8% | +56.1% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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