+281.8%
QCOM vs AEM
+349.9%
-68.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.3% |
| 7D | +4.4% | +3.0% | +1.3% | +3.9% |
| 30D | +9.4% | +12.5% | -3.1% | +7.4% |
| 3M | -13.7% | +26.9% | -40.6% | -16.6% |
| 6M | +28.9% | -9.4% | +38.3% | +29.4% |
| YTD | +4.7% | +20.3% | -15.5% | +1.6% |
| 1Y | +13.5% | +33.8% | -20.3% | +8.5% |
| 3Y | +77.1% | +349.8% | -272.7% | +47.9% |
| 5Y | +38.9% | +301.0% | -262.1% | +15.9% |
| 10Y | +281.8% | +376.1% | -94.3% | +223.0% |
| All | +281.8% | +349.9% | -68.2% | +223.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AEM 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling