+78.8%
QCOM vs KVUE
-20.6%
+99.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +1.3% |
| 7D | +4.4% | -7.2% | +11.6% | +4.4% |
| 30D | +9.4% | -5.7% | +15.1% | +9.4% |
| 3M | -13.7% | +0.2% | -13.8% | -13.7% |
| 6M | +28.9% | 0.0% | +28.9% | +28.9% |
| YTD | +4.7% | +6.5% | -1.8% | +4.4% |
| 1Y | +13.5% | -1.4% | +14.9% | +13.7% |
| 3Y | +77.1% | -5.6% | +82.7% | +77.4% |
| All | +78.8% | -20.6% | +99.4% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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