+74.8%
QCOM vs CPNG
-19.7%
+94.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.1% | +6.3% | +3.9% |
| 7D | +5.1% | -6.3% | +11.3% | +6.5% |
| 30D | +4.3% | -8.7% | +13.0% | +6.2% |
| 3M | -19.6% | -2.4% | -17.2% | -20.0% |
| 6M | +29.5% | -22.3% | +51.8% | +34.4% |
| YTD | +3.4% | -37.2% | +40.6% | +13.5% |
| 1Y | +10.9% | -53.0% | +63.9% | +31.7% |
| 3Y | +74.8% | -20.0% | +94.8% | +77.6% |
| All | +74.8% | -19.7% | +94.5% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CPNG 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling