+30.5%
AAPL vs QCOM
+0.7%
+29.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.7% | -1.2% | +2.1% |
| 7D | +3.7% | +5.8% | -2.1% | +3.1% |
| 30D | +4.2% | -2.3% | +6.5% | +4.2% |
| 3M | +12.0% | +2.7% | +9.3% | +11.6% |
| 6M | +19.8% | -21.0% | +40.8% | +20.9% |
| YTD | +29.3% | +1.8% | +27.5% | +24.5% |
| All | +30.5% | +0.7% | +29.8% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QCOM.
Daily Out/Under-Performance
Portfolio return minus QCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QCOM 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 1y: compounded portfolio wealth divided by compounded QCOM 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…
1y analysis · Full analysis span regression · 6 months rolling