+74.8%
QCOM vs DLTR
+6.7%
+68.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -5.6% | +8.8% | +4.1% |
| 7D | +5.1% | -5.8% | +10.9% | +6.0% |
| 30D | +4.3% | -5.2% | +9.5% | +5.0% |
| 3M | -19.6% | +15.2% | -34.8% | -22.1% |
| 6M | +29.5% | +7.1% | +22.3% | +26.9% |
| YTD | +3.4% | +0.8% | +2.5% | +2.3% |
| 1Y | +10.9% | +24.8% | -13.9% | +5.0% |
| 3Y | +74.8% | +6.9% | +67.9% | +61.5% |
| All | +74.8% | +6.7% | +68.1% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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