+75.4%
QBTS vs XOP
+165.6%
-90.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.3% |
| 7D | +3.8% | +1.0% | +2.9% | +3.6% |
| 30D | -15.2% | +10.8% | -26.1% | -17.7% |
| 3M | -27.2% | +19.5% | -46.7% | -31.6% |
| 6M | -10.1% | +21.6% | -31.7% | -17.4% |
| YTD | -34.5% | +55.8% | -90.4% | -45.4% |
| 1Y | +6.0% | +54.6% | -48.6% | -11.3% |
| 3Y | +1,779.3% | +36.6% | +1,742.6% | +1,490.1% |
| 5Y | +75.4% | +160.6% | -85.2% | +45.5% |
| All | +75.4% | +165.6% | -90.2% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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