+4,062.5%
DELL vs QCOM
+267.6%
+3,794.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.2% | -1.3% | +0.4% |
| 7D | +25.6% | +5.1% | +20.6% | +23.0% |
| 30D | +17.7% | +4.3% | +13.4% | +15.6% |
| 3M | +33.4% | -19.6% | +53.1% | +45.8% |
| 6M | +266.2% | +29.5% | +236.7% | +214.7% |
| YTD | +328.0% | +3.4% | +324.6% | +306.4% |
| 1Y | +339.6% | +10.9% | +328.7% | +302.2% |
| 3Y | +694.6% | +74.8% | +619.8% | +509.5% |
| 5Y | +1,122.0% | +36.2% | +1,085.8% | +897.1% |
| 10Y | +4,062.5% | +263.7% | +3,798.7% | +2,276.9% |
| All | +4,062.5% | +267.6% | +3,794.9% | +2,276.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling