+50,186.6%
QCOM vs AZO
+21,596.7%
+28,590.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | +3.3% | +0.7% | +2.6% | +3.1% |
| 30D | +7.7% | -2.7% | +10.4% | +8.6% |
| 3M | -30.1% | -3.2% | -26.9% | -29.9% |
| 6M | +22.8% | -19.7% | +42.6% | +30.6% |
| YTD | +0.2% | -12.0% | +12.2% | +2.8% |
| 1Y | +7.9% | -29.5% | +37.4% | +18.7% |
| 3Y | +55.8% | +17.3% | +38.5% | +41.7% |
| 5Y | +30.1% | +94.1% | -64.0% | -1.8% |
| 10Y | +248.9% | +303.3% | -54.4% | +98.6% |
| All | +50,186.6% | +21,596.7% | +28,590.0% | +5,981.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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