+50,186.6%
QCOM vs APA
+939.3%
+49,247.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.3% | +0.8% |
| 7D | +3.3% | +0.5% | +2.8% | +3.2% |
| 30D | +7.7% | +23.4% | -15.7% | +2.9% |
| 3M | -30.1% | +12.7% | -42.8% | -32.2% |
| 6M | +22.8% | +39.4% | -16.6% | +12.4% |
| YTD | +0.2% | +79.0% | -78.8% | -13.4% |
| 1Y | +7.9% | +88.8% | -81.0% | -8.4% |
| 3Y | +55.8% | +6.4% | +49.5% | +44.6% |
| 5Y | +30.1% | +153.0% | -122.9% | -3.2% |
| 10Y | +248.9% | +7.5% | +241.3% | +150.7% |
| All | +50,186.6% | +939.3% | +49,247.3% | +18,286.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling