+54.3%
QCOM vs AAL
-9.6%
+63.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.3% |
| 7D | +3.3% | -3.7% | +7.1% | +4.5% |
| 30D | +7.7% | -20.8% | +28.5% | +15.2% |
| 3M | -30.1% | -1.3% | -28.8% | -30.4% |
| 6M | +22.8% | +5.4% | +17.5% | +19.3% |
| YTD | +0.2% | -14.4% | +14.5% | +2.6% |
| 1Y | +7.9% | +2.1% | +5.8% | +4.4% |
| All | +54.3% | -9.6% | +63.9% | +35.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling