+54.3%
QCOM vs LIN
+27.3%
+27.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.6% |
| 7D | +3.3% | -2.1% | +5.4% | +4.5% |
| 30D | +7.7% | -2.4% | +10.1% | +9.1% |
| 3M | -30.1% | -5.6% | -24.5% | -28.3% |
| 6M | +22.8% | -3.4% | +26.2% | +24.2% |
| YTD | +0.2% | +13.1% | -12.9% | -8.0% |
| 1Y | +7.9% | +2.5% | +5.4% | +5.4% |
| All | +54.3% | +27.3% | +27.0% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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