-2.5%
QCOM vs BB
+83.6%
-86.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.4% | +1.1% | +4.4% |
| 7D | +0.4% | +3.8% | -3.4% | -0.5% |
| 30D | -6.6% | -0.3% | -6.3% | -6.5% |
| 3M | +3.7% | -0.5% | +4.1% | +3.3% |
| 6M | -13.3% | +45.9% | -59.2% | -22.3% |
| YTD | -1.8% | +130.6% | -132.4% | -19.6% |
| 1Y | -2.5% | +89.2% | -91.7% | -16.5% |
| All | -2.5% | +83.6% | -86.1% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling