+122.5%
QCOM vs ACI
+31.1%
+91.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.7% | +3.6% |
| 7D | +5.8% | -5.9% | +11.7% | +6.0% |
| 30D | -2.3% | +7.2% | -9.5% | -2.6% |
| 3M | +2.7% | +8.8% | -6.1% | +2.3% |
| 6M | -21.0% | -17.2% | -3.8% | -20.6% |
| YTD | +1.8% | -21.3% | +23.1% | +2.5% |
| 1Y | +2.4% | -23.7% | +26.2% | +3.4% |
| 3Y | +52.1% | -32.8% | +85.0% | +54.4% |
| 5Y | +14.6% | -41.4% | +56.0% | +16.1% |
| All | +122.5% | +31.1% | +91.4% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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