+10.9%
QCOM vs AEE
+10.3%
+0.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +3.4% |
| 7D | +5.1% | +1.3% | +3.7% | +5.4% |
| 30D | +4.3% | -1.2% | +5.5% | +3.9% |
| 3M | -19.6% | +1.0% | -20.6% | -20.0% |
| 6M | +29.5% | -2.3% | +31.8% | +28.6% |
| YTD | +3.4% | +9.1% | -5.8% | +5.5% |
| 1Y | +10.9% | +10.6% | +0.3% | +17.2% |
| All | +10.9% | +10.3% | +0.6% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling