+63.3%
QBTS vs SO
+81.0%
-17.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.8% |
| 7D | -2.4% | -0.2% | -2.3% | -2.5% |
| 30D | -22.5% | -4.6% | -17.9% | -24.1% |
| 3M | -40.0% | -3.0% | -37.0% | -40.5% |
| 6M | -12.3% | -8.3% | -4.1% | -15.0% |
| YTD | -36.6% | +3.5% | -40.1% | -35.1% |
| 1Y | +8.4% | -0.9% | +9.4% | +9.2% |
| 3Y | +1,380.4% | +45.4% | +1,335.0% | +1,597.0% |
| 5Y | +69.7% | +59.6% | +10.1% | +93.2% |
| All | +63.3% | +81.0% | -17.6% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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