+63.3%
QBTS vs XOP
+243.6%
-180.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.2% |
| 7D | -2.4% | +2.6% | -5.0% | -3.0% |
| 30D | -22.5% | +15.4% | -37.9% | -25.1% |
| 3M | -40.0% | +12.1% | -52.1% | -41.9% |
| 6M | -12.3% | +19.7% | -32.0% | -17.8% |
| YTD | -36.6% | +52.4% | -89.0% | -44.8% |
| 1Y | +8.4% | +47.6% | -39.1% | -4.6% |
| 3Y | +1,380.4% | +34.4% | +1,346.0% | +1,202.3% |
| 5Y | +69.7% | +154.4% | -84.7% | +47.8% |
| All | +63.3% | +243.6% | -180.3% | +46.3% |
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