+63.3%
QBTS vs XEL
+39.9%
+23.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.5% |
| 7D | -2.4% | -1.0% | -1.5% | -2.5% |
| 30D | -22.5% | -1.9% | -20.6% | -22.6% |
| 3M | -40.0% | -1.9% | -38.1% | -40.1% |
| 6M | -12.3% | -7.4% | -4.9% | -12.7% |
| YTD | -36.6% | +4.1% | -40.7% | -36.4% |
| 1Y | +8.4% | +8.0% | +0.4% | +9.3% |
| 3Y | +1,380.4% | +48.4% | +1,332.0% | +1,474.5% |
| 5Y | +69.7% | +27.2% | +42.5% | +72.8% |
| All | +63.3% | +39.9% | +23.5% | +66.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling