+8,776.3%
QCOM vs AEE
+885.6%
+7,890.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.6% | +3.3% |
| 7D | +5.8% | +2.3% | +3.5% | +5.0% |
| 30D | -2.3% | +11.6% | -13.9% | -5.9% |
| 3M | +2.7% | +5.5% | -2.8% | +0.8% |
| 6M | -21.0% | +6.0% | -27.0% | -23.0% |
| YTD | +1.8% | +16.6% | -14.8% | -4.2% |
| 1Y | +2.4% | +12.1% | -9.6% | -2.4% |
| 3Y | +52.1% | +64.2% | -12.1% | +24.3% |
| 5Y | +14.6% | +59.1% | -44.5% | -6.2% |
| 10Y | +230.9% | +210.2% | +20.7% | +105.1% |
| All | +8,776.3% | +885.6% | +7,890.6% | +3,767.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling