+11.2%
QCOM vs ASX
+431.2%
-420.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.4% | -0.9% | +1.8% |
| 7D | +0.4% | -19.9% | +20.3% | +12.8% |
| 30D | -6.6% | -30.9% | +24.3% | +13.3% |
| 3M | +3.7% | -15.1% | +18.8% | +9.8% |
| 6M | -13.3% | -6.5% | -6.8% | -16.2% |
| YTD | -1.8% | +98.4% | -100.2% | -42.5% |
| 1Y | -2.5% | +107.9% | -110.4% | -44.8% |
| 3Y | +47.0% | +325.3% | -278.3% | -52.0% |
| All | +11.2% | +431.2% | -420.0% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling