+2.3%
QCOM vs C
+27.1%
-24.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.7% | +3.7% | +4.5% |
| 7D | -5.3% | +1.1% | -6.4% | -5.7% |
| 30D | -4.2% | -2.4% | -1.8% | -3.2% |
| 3M | +7.0% | -8.4% | +15.4% | +11.4% |
| 6M | +3.8% | +0.3% | +3.5% | +4.7% |
| YTD | +2.8% | +9.1% | -6.3% | +0.1% |
| 1Y | +2.3% | +26.0% | -23.8% | -14.9% |
| All | +2.3% | +27.1% | -24.8% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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