+272.2%
QCOM vs CNI
+136.1%
+136.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.6% |
| 7D | +4.9% | -1.1% | +6.0% | +5.7% |
| 30D | +9.3% | -3.5% | +12.9% | +11.9% |
| 3M | -7.0% | +2.2% | -9.2% | -8.9% |
| 6M | +32.0% | +15.1% | +16.9% | +18.2% |
| YTD | +5.0% | +24.7% | -19.7% | -11.6% |
| 1Y | +13.6% | +33.4% | -19.8% | -9.1% |
| 3Y | +77.6% | +19.5% | +58.1% | +51.6% |
| 5Y | +38.2% | +12.6% | +25.7% | +22.5% |
| All | +272.2% | +136.1% | +136.1% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CNI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling