-2.9%
QBTS vs XYZ
-63.1%
+60.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.8% | -5.7% | -3.9% |
| 7D | -10.5% | -1.1% | -9.4% | -10.0% |
| 30D | -20.5% | +11.5% | -32.0% | -23.6% |
| 3M | -54.3% | +1.8% | -56.1% | -54.5% |
| 6M | -55.4% | +21.2% | -76.6% | -58.1% |
| YTD | -63.4% | +29.9% | -93.4% | -66.5% |
| 1Y | -59.1% | +35.8% | -94.9% | -63.2% |
| 3Y | +1,216.8% | +62.6% | +1,154.2% | +1,026.4% |
| All | -2.9% | -63.1% | +60.1% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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