+232.7%
LITE vs QCOM
-0.4%
+233.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +5.3% | -13.2% | -10.4% |
| 7D | -31.4% | -5.3% | -26.1% | -29.6% |
| 30D | -42.6% | -4.2% | -38.4% | -41.2% |
| 3M | -26.2% | +7.0% | -33.3% | -28.9% |
| 6M | -35.8% | +3.8% | -39.6% | -38.3% |
| YTD | +70.0% | +2.8% | +67.2% | +76.0% |
| 1Y | +232.7% | +2.3% | +230.5% | +254.2% |
| All | +232.7% | -0.4% | +233.1% | +254.2% |
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