+11.2%
QCOM vs APTV
-77.0%
+88.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.5% | +9.0% | +7.0% |
| 7D | +0.4% | -10.2% | +10.6% | +4.9% |
| 30D | -6.6% | -10.8% | +4.2% | -2.1% |
| 3M | +3.7% | -14.8% | +18.5% | +10.3% |
| 6M | -13.3% | -30.6% | +17.2% | -0.8% |
| YTD | -1.8% | -48.2% | +46.4% | +26.2% |
| 1Y | -2.5% | -52.0% | +49.5% | +29.5% |
| 3Y | +47.0% | -47.0% | +94.0% | +76.1% |
| All | +11.2% | -77.0% | +88.2% | +103.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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