+70.9%
QBTS vs XEL
+27.8%
+43.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.8% |
| 7D | -1.0% | -1.2% | +0.3% | -1.1% |
| 30D | -17.6% | -2.9% | -14.7% | -17.8% |
| 3M | -28.3% | -2.7% | -25.6% | -28.5% |
| 6M | -11.2% | -6.5% | -4.7% | -11.6% |
| YTD | -36.3% | +3.6% | -39.9% | -36.1% |
| 1Y | +3.9% | +7.5% | -3.6% | +4.8% |
| 3Y | +1,728.8% | +46.3% | +1,682.4% | +1,857.4% |
| 5Y | +70.9% | +30.5% | +40.3% | +73.9% |
| All | +70.9% | +27.8% | +43.1% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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