+15.0%
QCOM vs EQX
+17.2%
-2.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.2% | +2.6% |
| 7D | +7.8% | -3.2% | +11.0% | +8.4% |
| 30D | +12.2% | +7.8% | +4.4% | +10.4% |
| 3M | -9.9% | +21.3% | -31.2% | -13.6% |
| 6M | +36.9% | -22.4% | +59.3% | +37.0% |
| YTD | +8.0% | -11.3% | +19.4% | +8.3% |
| 1Y | +15.0% | +13.5% | +1.5% | +19.5% |
| All | +15.0% | +17.2% | -2.2% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 1y: compounded portfolio wealth divided by compounded EQX 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…
1y analysis · Full analysis span regression · 6 months rolling