+52,689.9%
QCOM vs AZO
+23,552.3%
+29,137.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | +13.0% | -1.7% | +14.7% | +13.6% |
| 30D | +0.2% | +12.4% | -12.2% | -3.8% |
| 3M | +9.2% | +6.8% | +2.4% | +6.3% |
| 6M | -15.0% | -4.6% | -10.4% | -15.2% |
| YTD | +5.2% | -4.1% | +9.3% | +4.4% |
| 1Y | +2.4% | -14.2% | +16.5% | +5.2% |
| 3Y | +52.0% | +20.3% | +31.6% | +36.7% |
| 5Y | +19.7% | +72.4% | -52.7% | -6.1% |
| 10Y | +246.9% | +333.4% | -86.5% | +92.1% |
| All | +52,689.9% | +23,552.3% | +29,137.6% | +6,073.7% |
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