+30.9%
QCOM vs DAL
+106.7%
-75.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.7% |
| 7D | +3.3% | +0.1% | +3.2% | +3.2% |
| 30D | +7.7% | -13.9% | +21.6% | +14.5% |
| 3M | -30.1% | +1.1% | -31.1% | -30.8% |
| 6M | +22.8% | +26.2% | -3.4% | +10.0% |
| YTD | +0.2% | +16.4% | -16.2% | -7.7% |
| 1Y | +7.9% | +33.9% | -26.0% | -6.8% |
| 3Y | +55.8% | +93.4% | -37.6% | +7.3% |
| All | +30.9% | +106.7% | -75.8% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 5y: compounded portfolio wealth divided by compounded DAL 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…
5y analysis · Full analysis span regression · 6 months rolling