-51.7%
ORCL vs QCOM
-5.0%
-46.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.5% | -4.7% | -0.7% |
| 7D | -11.2% | +0.4% | -11.5% | -11.2% |
| 30D | -18.8% | -6.6% | -12.2% | -17.2% |
| 3M | -18.8% | +3.7% | -22.5% | -19.5% |
| 6M | -39.7% | -13.3% | -26.4% | -38.5% |
| YTD | -39.6% | -1.8% | -37.9% | -42.3% |
| 1Y | -51.7% | -2.5% | -49.2% | -53.4% |
| All | -51.7% | -5.0% | -46.7% | -53.4% |
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