-5.8%
QBTS vs XOP
+234.3%
-240.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.8% | -3.0% |
| 7D | -10.5% | +6.3% | -16.8% | -11.7% |
| 30D | -20.5% | -6.6% | -13.9% | -19.5% |
| 3M | -54.3% | +3.6% | -57.8% | -54.8% |
| 6M | -55.4% | +10.8% | -66.2% | -57.0% |
| YTD | -63.4% | +48.3% | -111.7% | -68.1% |
| 1Y | -59.1% | +42.9% | -102.1% | -63.9% |
| 3Y | +1,216.8% | +43.3% | +1,173.5% | +1,044.7% |
| 5Y | -2.6% | +94.0% | -96.6% | -15.1% |
| All | -5.8% | +234.3% | -240.1% | -15.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling