+7.2%
QCOM vs AMC
-99.3%
+106.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -12.5% | +3.0% | -8.5% |
| 7D | -15.5% | 0.0% | -15.5% | -15.4% |
| 30D | -13.4% | +4.4% | -17.8% | -13.6% |
| 3M | 0.0% | +15.4% | -15.3% | -1.2% |
| 6M | -15.2% | +93.7% | -108.9% | -20.9% |
| YTD | -6.9% | +97.4% | -104.4% | -13.9% |
| 1Y | -11.0% | +23.2% | -34.2% | -14.4% |
| 3Y | +39.8% | -71.3% | +111.0% | +45.5% |
| 5Y | +7.2% | -99.3% | +106.5% | +42.6% |
| All | +7.2% | -99.3% | +106.4% | +42.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling