+263.7%
QCOM vs JCI
+328.4%
-64.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +2.6% |
| 7D | +5.1% | +5.1% | -0.1% | +2.2% |
| 30D | +4.3% | -3.8% | +8.1% | +6.4% |
| 3M | -19.6% | +1.9% | -21.5% | -20.5% |
| 6M | +29.5% | +11.2% | +18.3% | +22.0% |
| YTD | +3.4% | +22.9% | -19.6% | -8.6% |
| 1Y | +10.9% | +37.4% | -26.5% | -8.1% |
| 3Y | +74.8% | +167.8% | -93.1% | -1.7% |
| 5Y | +36.2% | +115.0% | -78.9% | -15.0% |
| 10Y | +263.7% | +325.3% | -61.6% | +50.1% |
| All | +263.7% | +328.4% | -64.7% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded JCI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling