-9.3%
SHOP vs QBTS
+81.8%
-91.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +6.6% | -14.1% | -8.1% |
| 7D | -4.1% | +6.8% | -10.9% | -4.6% |
| 30D | -11.5% | -14.9% | +3.4% | -10.6% |
| 3M | +21.1% | -31.6% | +52.6% | +23.6% |
| 6M | +3.0% | -4.9% | +7.9% | +1.5% |
| YTD | -16.7% | -32.4% | +15.7% | -16.2% |
| 1Y | -8.3% | +14.6% | -22.9% | -12.2% |
| 3Y | +112.8% | +1,839.6% | -1,726.8% | +52.3% |
| 5Y | -9.3% | +81.2% | -90.5% | -45.5% |
| All | -9.3% | +81.8% | -91.0% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling