+72.0%
QBTS vs SOXQ
+258.1%
-186.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -0.9% | -0.6% |
| 7D | +1.3% | +0.8% | +0.6% | +0.7% |
| 30D | -19.0% | -4.6% | -14.4% | -15.8% |
| 3M | -29.5% | -10.2% | -19.3% | -23.4% |
| 6M | -11.2% | +49.7% | -60.8% | -34.9% |
| YTD | -35.8% | +67.2% | -103.0% | -56.5% |
| 1Y | +1.7% | +98.0% | -96.3% | -37.7% |
| 3Y | +1,470.1% | +237.2% | +1,232.9% | +650.2% |
| All | +72.0% | +258.1% | -186.1% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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