+87.0%
AMZN vs QCOM
+48.2%
+38.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +0.4% |
| 7D | +2.8% | +4.3% | -1.4% | +1.8% |
| 30D | +5.0% | -0.1% | +5.0% | +4.6% |
| 3M | +0.6% | +5.2% | -4.7% | -1.5% |
| 6M | -1.3% | -18.4% | +17.1% | +1.5% |
| YTD | +15.5% | +2.4% | +13.1% | +7.7% |
| 1Y | +12.2% | +0.9% | +11.3% | +5.1% |
| 3Y | +87.0% | +48.4% | +38.6% | +44.8% |
| All | +87.0% | +48.2% | +38.8% | +44.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling