+30.9%
QCOM vs GE
+430.3%
-399.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.4% |
| 7D | +3.3% | -1.6% | +4.9% | +4.1% |
| 30D | +7.7% | -11.6% | +19.3% | +14.0% |
| 3M | -30.1% | +3.0% | -33.1% | -31.5% |
| 6M | +22.8% | -0.5% | +23.4% | +21.4% |
| YTD | +0.2% | +9.7% | -9.5% | -6.5% |
| 1Y | +7.9% | +20.0% | -12.2% | -4.2% |
| 3Y | +55.8% | +275.8% | -220.0% | -27.2% |
| All | +30.9% | +430.3% | -399.5% | -54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling