+51,512.8%
QCOM vs BA
+1,375.9%
+50,136.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.1% | +3.2% | +4.5% |
| 7D | -5.3% | +5.9% | -11.2% | -7.3% |
| 30D | -4.2% | -8.2% | +4.0% | -1.5% |
| 3M | +7.0% | -25.4% | +32.4% | +18.6% |
| 6M | +3.8% | -20.0% | +23.8% | +11.9% |
| YTD | +2.8% | -18.5% | +21.3% | +9.4% |
| 1Y | +2.3% | -10.6% | +12.9% | +4.9% |
| 3Y | +54.4% | -9.3% | +63.7% | +53.2% |
| 5Y | +23.7% | -16.9% | +40.6% | +23.2% |
| 10Y | +240.0% | +37.9% | +202.1% | +136.5% |
| All | +51,512.8% | +1,375.9% | +50,136.8% | +13,769.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling