+250.3%
QCOM vs AMC
-98.9%
+349.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | 0.0% |
| 7D | +3.3% | +2.3% | +1.0% | +3.3% |
| 30D | +7.7% | -0.7% | +8.4% | +7.7% |
| 3M | -30.1% | +35.2% | -65.3% | -30.9% |
| 6M | +22.8% | +124.6% | -101.7% | +19.4% |
| YTD | +0.2% | +69.9% | -69.7% | -2.0% |
| 1Y | +7.9% | -2.6% | +10.4% | +7.0% |
| 3Y | +55.8% | -79.8% | +135.6% | +57.8% |
| 5Y | +30.1% | -99.4% | +129.5% | +37.4% |
| All | +250.3% | -98.9% | +349.2% | +264.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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