+51,298.2%
QCOM vs CDE
-89.3%
+51,387.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | -2.5% |
| 7D | +4.3% | -9.6% | +13.9% | +4.9% |
| 30D | -0.1% | -6.7% | +6.6% | +0.4% |
| 3M | +5.2% | -24.2% | +29.5% | +7.0% |
| 6M | -18.4% | -29.1% | +10.7% | -16.7% |
| YTD | +2.4% | -21.5% | +23.9% | +3.2% |
| 1Y | +0.9% | -7.4% | +8.3% | +0.5% |
| 3Y | +48.4% | +596.3% | -547.9% | +28.7% |
| 5Y | +16.6% | +95.7% | -79.2% | +5.9% |
| 10Y | +237.8% | +53.0% | +184.8% | +194.8% |
| All | +51,298.2% | -89.3% | +51,387.5% | +40,265.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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