+50,186.6%
QCOM vs EXPD
+29,999.1%
+20,187.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.2% |
| 7D | +3.3% | -1.1% | +4.5% | +3.7% |
| 30D | +7.7% | +4.1% | +3.6% | +6.1% |
| 3M | -30.1% | +17.9% | -48.0% | -34.2% |
| 6M | +22.8% | +29.2% | -6.4% | +11.8% |
| YTD | +0.2% | +27.4% | -27.2% | -8.9% |
| 1Y | +7.9% | +56.8% | -49.0% | -9.5% |
| 3Y | +55.8% | +68.0% | -12.2% | +26.9% |
| 5Y | +30.1% | +61.9% | -31.8% | +7.1% |
| 10Y | +248.9% | +316.0% | -67.1% | +110.1% |
| All | +50,186.6% | +29,999.1% | +20,187.5% | +11,166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 all: compounded portfolio wealth divided by compounded EXPD 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…
all analysis · Full analysis span regression · 6 months rolling