+51,614.1%
QCOM vs BHP
+4,693.7%
+46,920.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +2.0% |
| 7D | +5.5% | +3.8% | +1.7% | +4.2% |
| 30D | -1.1% | -6.5% | +5.4% | +1.5% |
| 3M | +7.6% | -8.5% | +16.1% | +11.0% |
| 6M | -20.1% | -2.2% | -17.9% | -19.5% |
| YTD | +3.0% | +40.0% | -37.0% | -9.5% |
| 1Y | +3.2% | +51.3% | -48.1% | -11.8% |
| 3Y | +48.9% | +56.5% | -7.7% | +25.0% |
| 5Y | +21.1% | +130.2% | -109.1% | -12.9% |
| 10Y | +242.8% | +336.5% | -93.7% | +91.9% |
| All | +51,614.1% | +4,693.7% | +46,920.4% | +12,278.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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