+230.9%
QCOM vs ASX
+849.3%
-618.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.6% | -5.0% | -0.7% |
| 7D | +5.8% | -12.3% | +18.1% | +11.9% |
| 30D | -2.3% | -26.0% | +23.7% | +12.0% |
| 3M | +2.7% | -8.1% | +10.8% | +4.0% |
| 6M | -21.0% | +1.4% | -22.4% | -25.6% |
| YTD | +1.8% | +115.6% | -113.8% | -36.6% |
| 1Y | +2.4% | +128.0% | -125.6% | -38.2% |
| 3Y | +52.1% | +371.4% | -319.3% | -39.1% |
| 5Y | +14.6% | +469.4% | -454.8% | -59.0% |
| 10Y | +230.9% | +842.6% | -611.8% | -8.3% |
| All | +230.9% | +849.3% | -618.4% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling