+216.5%
QCOM vs ACN
+160.5%
+56.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.8% | +7.3% | +6.3% |
| 7D | +0.4% | +0.9% | -0.5% | -0.1% |
| 30D | -6.6% | +33.5% | -40.1% | -19.9% |
| 3M | +3.7% | +53.5% | -49.8% | -18.6% |
| 6M | -13.3% | +52.2% | -65.5% | -34.9% |
| YTD | -1.8% | -0.1% | -1.7% | -4.9% |
| 1Y | -2.5% | +11.0% | -13.6% | -12.5% |
| 3Y | +47.0% | -11.8% | +58.8% | +48.2% |
| 5Y | +13.1% | -22.8% | +35.9% | +23.9% |
| All | +216.5% | +160.5% | +56.0% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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