+50,186.6%
QCOM vs COO
+5,537.7%
+44,648.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.2% |
| 7D | +3.3% | -2.2% | +5.6% | +3.5% |
| 30D | +7.7% | -7.0% | +14.7% | +8.4% |
| 3M | -30.1% | +12.2% | -42.3% | -31.0% |
| 6M | +22.8% | -15.1% | +38.0% | +24.3% |
| YTD | +0.2% | -15.1% | +15.3% | +1.4% |
| 1Y | +7.9% | +2.3% | +5.5% | +7.3% |
| 3Y | +55.8% | -23.7% | +79.5% | +58.4% |
| 5Y | +30.1% | -38.9% | +69.0% | +34.6% |
| 10Y | +248.9% | +49.9% | +199.0% | +239.3% |
| All | +50,186.6% | +5,537.7% | +44,648.9% | +47,688.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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