+230.9%
QCOM vs EOG
+120.7%
+110.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.5% |
| 7D | +5.8% | -6.0% | +11.8% | +7.2% |
| 30D | -2.3% | +0.9% | -3.2% | -2.7% |
| 3M | +2.7% | +10.9% | -8.2% | -0.3% |
| 6M | -21.0% | +15.8% | -36.8% | -24.7% |
| YTD | +1.8% | +45.8% | -44.0% | -9.1% |
| 1Y | +2.4% | +45.3% | -42.9% | -8.5% |
| 3Y | +52.1% | +36.2% | +16.0% | +37.3% |
| 5Y | +14.6% | +94.0% | -79.3% | -6.9% |
| 10Y | +230.9% | +120.5% | +110.4% | +139.8% |
| All | +230.9% | +120.7% | +110.2% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 10y: compounded portfolio wealth divided by compounded EOG 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…
10y analysis · Full analysis span regression · 6 months rolling