+50,186.6%
QCOM vs CDE
-83.7%
+50,270.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.2% |
| 7D | +3.3% | +0.5% | +2.8% | +3.3% |
| 30D | +7.7% | +21.9% | -14.2% | +6.2% |
| 3M | -30.1% | +14.9% | -45.0% | -30.8% |
| 6M | +22.8% | -10.5% | +33.3% | +23.1% |
| YTD | +0.2% | +19.3% | -19.1% | -1.7% |
| 1Y | +7.9% | +50.8% | -43.0% | +3.7% |
| 3Y | +55.8% | +782.3% | -726.5% | +32.5% |
| 5Y | +30.1% | +191.7% | -161.6% | +15.0% |
| 10Y | +248.9% | +57.6% | +191.3% | +201.2% |
| All | +50,186.6% | -83.7% | +50,270.3% | +38,340.7% |
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