+2.0%
QCOM vs ALLE
+15.5%
-13.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.8% | +0.9% | +3.2% |
| 7D | +5.8% | -0.6% | +6.4% | +5.9% |
| 30D | -2.3% | +26.6% | -28.9% | -5.1% |
| 3M | +2.7% | +13.2% | -10.5% | +1.3% |
| 6M | -21.0% | +42.9% | -63.9% | -24.6% |
| YTD | +1.8% | +21.0% | -19.2% | -4.9% |
| All | +2.0% | +15.5% | -13.4% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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