+242.6%
QCOM vs EOG
+141.0%
+101.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.4% | -3.0% |
| 7D | +4.3% | +7.6% | -3.3% | +2.5% |
| 30D | -0.1% | +3.4% | -3.5% | -1.1% |
| 3M | +5.2% | +12.7% | -7.5% | +1.9% |
| 6M | -18.4% | +19.0% | -37.4% | -22.6% |
| YTD | +2.4% | +55.6% | -53.2% | -9.9% |
| 1Y | +0.9% | +49.5% | -48.6% | -10.4% |
| 3Y | +48.4% | +43.2% | +5.2% | +32.4% |
| 5Y | +16.6% | +111.8% | -95.3% | -7.3% |
| All | +242.6% | +141.0% | +101.7% | +144.7% |
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