+62.6%
XLU vs QBTS
+62.5%
+0.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -1.0% |
| 7D | -1.2% | -1.0% | -0.2% | -1.2% |
| 30D | -2.5% | -17.6% | +15.1% | -2.5% |
| 3M | -2.7% | -28.3% | +25.6% | -2.6% |
| 6M | -7.5% | -11.2% | +3.7% | -7.5% |
| YTD | +0.9% | -36.3% | +37.2% | +1.0% |
| 1Y | +3.3% | +3.9% | -0.6% | +3.1% |
| 3Y | +47.3% | +1,728.8% | -1,681.5% | +46.3% |
| 5Y | +44.4% | +70.9% | -26.5% | +32.8% |
| All | +62.6% | +62.5% | +0.1% | +57.4% |
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 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