-2.9%
QBTS vs XOP
+94.3%
-97.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.8% | -3.1% |
| 7D | -10.5% | +6.3% | -16.8% | -12.1% |
| 30D | -20.5% | -6.6% | -13.9% | -19.2% |
| 3M | -54.3% | +3.6% | -57.8% | -55.0% |
| 6M | -55.4% | +10.8% | -66.2% | -57.6% |
| YTD | -63.4% | +48.3% | -111.7% | -69.6% |
| 1Y | -59.1% | +42.9% | -102.1% | -65.5% |
| 3Y | +1,216.8% | +43.3% | +1,173.5% | +987.6% |
| All | -2.9% | +94.3% | -97.3% | -19.2% |
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