+7.2%
QCOM vs BA
-20.8%
+28.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.5% | -7.0% | -8.5% |
| 7D | -15.5% | -0.1% | -15.4% | -15.3% |
| 30D | -13.4% | -9.1% | -4.3% | -10.3% |
| 3M | 0.0% | -28.2% | +28.2% | +14.1% |
| 6M | -15.2% | -23.1% | +7.9% | -6.2% |
| YTD | -6.9% | -20.6% | +13.6% | +0.8% |
| 1Y | -11.0% | -12.7% | +1.7% | -7.6% |
| 3Y | +39.8% | -11.6% | +51.3% | +38.2% |
| 5Y | +7.2% | -23.1% | +30.3% | +7.1% |
| All | +7.2% | -20.8% | +28.0% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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