+18.5%
SBUX vs QBTS
-6.7%
+25.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.7% | -0.1% |
| 7D | +1.6% | -10.5% | +12.1% | +1.7% |
| 30D | +14.8% | -20.5% | +35.4% | +15.1% |
| 3M | -0.8% | -54.3% | +53.5% | +0.1% |
| 6M | +2.2% | -55.4% | +57.6% | +2.9% |
| YTD | +29.5% | -63.4% | +92.9% | +30.3% |
| 1Y | +27.0% | -59.1% | +86.2% | +27.5% |
| 3Y | +10.9% | +1,216.8% | -1,205.9% | +6.9% |
| 5Y | +7.4% | -2.6% | +10.1% | +4.0% |
| All | +18.5% | -6.7% | +25.2% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QBTS.
Daily Out/Under-Performance
Portfolio return minus QBTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QBTS 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 QBTS 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