+203.3%
QCOM vs FIVN
+318.5%
-115.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.6% |
| 7D | +3.3% | -2.3% | +5.6% | +3.8% |
| 30D | +7.7% | +12.4% | -4.7% | +4.8% |
| 3M | -30.1% | +36.0% | -66.1% | -34.8% |
| 6M | +22.8% | +86.0% | -63.1% | +5.6% |
| YTD | +0.2% | +65.9% | -65.7% | -12.4% |
| 1Y | +7.9% | +26.5% | -18.6% | -0.7% |
| 3Y | +55.8% | -54.2% | +110.0% | +67.2% |
| 5Y | +30.1% | -80.5% | +110.5% | +54.4% |
| 10Y | +248.9% | +109.6% | +139.2% | +206.8% |
| All | +203.3% | +318.5% | -115.2% | +156.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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