+70.8%
XLI vs QBTS
+0.3%
+70.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.6% | +6.7% | -0.7% |
| 7D | +4.3% | +8.7% | -4.4% | +4.0% |
| 30D | +0.5% | -26.5% | +26.9% | +1.1% |
| 3M | -8.6% | -52.6% | +44.0% | -7.2% |
| 6M | -2.3% | -56.0% | +53.7% | -1.0% |
| YTD | +10.1% | -62.4% | +72.5% | +11.5% |
| 1Y | +11.0% | -62.7% | +73.7% | +12.3% |
| 3Y | +72.3% | +1,266.7% | -1,194.4% | +60.2% |
| 5Y | +70.8% | +0.2% | +70.6% | +47.4% |
| All | +70.8% | +0.3% | +70.6% | +47.4% |
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