+125.2%
QCOM vs ACI
+34.0%
+91.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +1.1% |
| 7D | +5.5% | -0.6% | +6.1% | +5.6% |
| 30D | -1.1% | +9.5% | -10.7% | -1.5% |
| 3M | +7.6% | +10.1% | -2.5% | +7.1% |
| 6M | -20.1% | -15.4% | -4.7% | -19.7% |
| YTD | +3.0% | -19.5% | +22.6% | +3.7% |
| 1Y | +3.2% | -21.0% | +24.2% | +4.0% |
| 3Y | +48.9% | -31.2% | +80.1% | +50.9% |
| 5Y | +21.1% | -40.6% | +61.6% | +22.5% |
| All | +125.2% | +34.0% | +91.2% | +113.2% |
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