+36.2%
QCOM vs APA
+156.3%
-120.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.3% | +2.8% |
| 7D | +5.1% | -1.7% | +6.8% | +5.4% |
| 30D | +4.3% | +15.7% | -11.5% | +1.1% |
| 3M | -19.6% | +16.5% | -36.1% | -22.5% |
| 6M | +29.5% | +35.1% | -5.6% | +19.0% |
| YTD | +3.4% | +82.2% | -78.8% | -11.9% |
| 1Y | +10.9% | +102.5% | -91.6% | -8.6% |
| 3Y | +74.8% | +10.3% | +64.5% | +57.7% |
| 5Y | +36.2% | +166.1% | -129.9% | +0.1% |
| All | +36.2% | +156.3% | -120.1% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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