+49,194.2%
QCOM vs JCI
+3,748.2%
+45,446.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.7% | +2.8% | +4.6% |
| 7D | +0.4% | -9.4% | +9.8% | +3.7% |
| 30D | -6.6% | -13.4% | +6.8% | -1.9% |
| 3M | +3.7% | -12.4% | +16.1% | +8.3% |
| 6M | -13.3% | -5.1% | -8.2% | -11.6% |
| YTD | -1.8% | +13.7% | -15.5% | -6.2% |
| 1Y | -2.5% | +11.4% | -13.9% | -6.3% |
| 3Y | +47.0% | +175.9% | -128.9% | +4.2% |
| 5Y | +13.1% | +98.4% | -85.3% | -10.9% |
| 10Y | +224.7% | +311.2% | -86.5% | +100.2% |
| All | +49,194.2% | +3,748.2% | +45,446.0% | +18,409.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling