+19.7%
QCOM vs APA
+90.7%
-71.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.6% | 0.0% |
| 7D | +13.0% | +9.6% | +3.4% | +11.2% |
| 30D | +0.2% | -0.2% | +0.4% | -0.1% |
| 3M | +9.2% | +19.8% | -10.6% | +5.1% |
| 6M | -15.0% | +30.1% | -45.1% | -20.1% |
| YTD | +5.2% | +100.4% | -95.2% | -12.2% |
| 1Y | +2.4% | +105.2% | -102.8% | -15.2% |
| 3Y | +52.0% | +44.6% | +7.4% | +28.8% |
| 5Y | +19.7% | +88.8% | -69.1% | -7.8% |
| All | +19.7% | +90.7% | -71.0% | -7.8% |
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