+81.2%
QBTS vs STZ
-36.5%
+117.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -5.6% | +12.2% | +6.4% |
| 7D | +6.8% | -7.4% | +14.2% | +6.7% |
| 30D | -14.9% | -10.9% | -4.0% | -15.0% |
| 3M | -31.6% | -13.4% | -18.2% | -31.6% |
| 6M | -4.9% | -16.2% | +11.2% | -4.9% |
| YTD | -32.4% | -10.4% | -22.0% | -33.1% |
| 1Y | +14.6% | -14.8% | +29.4% | +13.8% |
| 3Y | +1,839.6% | -50.1% | +1,889.8% | +1,835.3% |
| 5Y | +81.2% | -38.8% | +120.0% | +82.9% |
| All | +81.2% | -36.5% | +117.8% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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