+51.9%
QCOM vs GE
+279.4%
-227.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.3% | +1.1% |
| 7D | +2.0% | +4.0% | -2.1% | +0.3% |
| 30D | +1.2% | +11.1% | -9.8% | -3.3% |
| 3M | +9.1% | -6.7% | +15.9% | +12.3% |
| 6M | -25.0% | +14.3% | -39.3% | -30.0% |
| YTD | +4.8% | +11.7% | -6.9% | -2.5% |
| 1Y | +3.6% | +10.9% | -7.3% | -3.4% |
| All | +51.9% | +279.4% | -227.5% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 3y: compounded portfolio wealth divided by compounded GE 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…
3y analysis · Full analysis span regression · 6 months rolling