+55.3%
BE vs QCOM
-0.4%
+55.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.3% | -11.7% | -9.4% |
| 7D | -12.1% | -5.3% | -6.8% | -9.5% |
| 30D | -30.1% | -4.2% | -25.9% | -28.3% |
| 3M | -12.1% | +7.0% | -19.2% | -15.2% |
| 6M | -30.6% | +3.8% | -34.4% | -31.6% |
| YTD | +130.6% | +2.8% | +127.8% | +121.5% |
| 1Y | +55.3% | +2.3% | +53.0% | +50.9% |
| All | +55.3% | -0.4% | +55.7% | +50.9% |
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