+7.2%
QCOM vs LIN
+68.3%
-61.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.7% | -8.8% | -9.1% |
| 7D | -15.5% | +3.6% | -19.1% | -17.5% |
| 30D | -13.4% | +6.4% | -19.8% | -17.1% |
| 3M | 0.0% | +6.5% | -6.4% | -4.5% |
| 6M | -15.2% | +4.9% | -20.1% | -18.7% |
| YTD | -6.9% | +23.4% | -30.4% | -20.8% |
| 1Y | -11.0% | +26.3% | -37.3% | -25.6% |
| 3Y | +39.8% | +38.0% | +1.8% | +8.3% |
| 5Y | +7.2% | +68.0% | -60.8% | -30.1% |
| All | +7.2% | +68.3% | -61.1% | -30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling