+263.7%
QCOM vs AAL
-65.4%
+329.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.7% | +4.8% | +3.6% |
| 7D | +5.1% | -0.3% | +5.4% | +5.1% |
| 30D | +4.3% | -19.0% | +23.3% | +9.5% |
| 3M | -19.6% | -5.1% | -14.5% | -19.1% |
| 6M | +29.5% | +15.5% | +14.0% | +24.2% |
| YTD | +3.4% | -15.8% | +19.2% | +6.2% |
| 1Y | +10.9% | -0.3% | +11.2% | +9.1% |
| 3Y | +74.8% | -7.7% | +82.4% | +67.7% |
| 5Y | +36.2% | -32.5% | +68.7% | +35.9% |
| 10Y | +263.7% | -66.0% | +329.7% | +314.5% |
| All | +263.7% | -65.4% | +329.1% | +314.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AAL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling